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, led by Dev Sarker, global financial experience living in Australia.
At BlueRocke we understand that professionals and businesses owners like you, are pressed for time and may be settling into life in Australia. This is where we come in bringing global experience with local knowledge to achieve your financial goals and wealth.
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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
- Connections within your community
Become a Client
From busy professionals to business owners our services caters to your personal needs, aspirations and circumstances.
Join us today
From our Blog
BlueRocke Monthly Client Newsletter – May
Click here to read the monthly eNewsletter exclusive for BlueRocke clients: https://bluerocke.com/wp-content/uploads/2023/05/BlueRocke-May-Newsletter.pdf
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BlueRocke Monthly Client Newsletter – April
Click here to read the monthly eNewsletter exclusive for BlueRocke clients: https://bluerocke.com/wp-content/uploads/2023/04/BlueRocke-April-Newsletter.pdf
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BlueRocke Monthly Client Newsletter – March 2023
Click here to read the monthly eNewsletter exclusive for BlueRocke clients: https://bluerocke.com/wp-content/uploads/2023/03/BlueRocke-March-Newsletter.pdf
Read more