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
Guide to planning your estate 2020/21
Estate planning is about much more than preparing a Will. This comprehensive guide will help you get started with how to plan an individual’s end of life care and their assets if they should become incapacitated or die. Need advice? We’re here to help, …
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Personal insurance concepts
New To Getting Personal Insurance? These 3 articles explain the different Personal insurance concepts: types of Insurance and potential uses how much cover do you need? ways to make life and TPD insurance more affordable Did you know? In a recent surve …
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InReview: Perspectives on the future of the global economy (video)
Hamish Douglass, Magellan’s Chairman and Chief Investment Officer, spoke with Janet Yellen, the most recent former chair of the Federal Reserve, and an adviser to Magellan, about the covid-19 health and economic crisis. The pair discuss the response of …
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