BUILDING WEALTH for busy professionals and business owners
Why BlueRocke?
BlueRocke Investment Advisors is a specialist financial advisory practice serving a select cohort of professionals and business owners, located across Australia.
At BlueRocke we understand that professionals and businesses owners like you, are pressed for time. Frequently, the important decisions relating to building your wealth are delayed or disorderly. This is where we come in.
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What we do
- Income, expense and debt management reviews
- Personal insurance to protect you and your family
- Investments, managed and direct equities portfolios
- SMSFs and gearing solutions
- Estate planning to assist your wealth transfer to your intended heirs
- Cash flow, profitability and debt management analyses
- Business insurance, key man risk and personal guarantor protection
- Buy/sell agreements and business succession planning
- Estate planning which integrates business and family wealth
Become a Client
From busy professionals to business owners our services caters to your personal needs, aspirations and circumstances.
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From our Blog
Coronavirus investment opportunities – what to look for in share markets
While share markets have experienced some of the sharpest falls in history, amid the Coronavirus pandemic, savvy investors have been looking out for opportunities created by recent events. Travel, tourism, retail and universities are among some of the …
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Economic and market update video – May 2020
Economic and market update video – May 2020 The coronavirus has had a significant impact on investment markets. Bob Cunneen, Senior Economist at MLC, discusses what to expect over the coming months in this 5 minutes video. Source: https://www.mlc.com.a …
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The purpose of good financial advice in a crisis
The purpose of good financial advice in a crisis In this 3 minute video, MLC’s Brendan Johnson discusses the role of good financial advice during COVID-19 and how clients want to build confidence and a sense of control in this extraordinary time. We ar …
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