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
Take control of your retirement
Are you planning to retiring in the next 5 years? Are you affected by the increase in the Age Pension’s qualifying age? Take steps now to avoid getting caught short on retirement income. The minimum age to qualify for the Age Pension has started going …
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Five ways to stick to your financial resolutions
Setting a financial goal for the New Year? Take steps to make it work. It’s that time of year when we set new goals or dust off old ones. But how can we boost our chances of sticking to our financial resolution? Here are some practical tips. 1. Choose …
Read moreSave through super for your first home
A new scheme may help you make your dream of owning a home come true. High property prices have made owning a home unattainable for many prospective first time buyers. But the First Home Super Saver scheme, passed by the Australian Government in Decemb …
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