Estate planning to assist your wealth transfer to your intended heirs

Have you considered taxation, transfer and ownership implications of your estate?

The plans you make today can make a significant impact on how much of your wealth and assets are transferred and to whom. BlueRocke can help to arrange at smooth and tax effective transition of assets by putting suitable documentation and structures in place early.


SMSFs and gearing solutions

It’s never too early to be thinking about super.

Getting in early and saving with discipline for retirement enables a superior outcome

Specialists in self managed superannuation funds.

BlueRocke Investment Advisors are specialists in the design and management of Self Managed Superannuation Fund (SMSF) strategies. Our services include the design and structure of the SMSF, explanation of governance requirements and technical advice to enable you to stay abreast of changing superannuation regulations.


Investments, managed and direct equities portfolios

Many people are adept at saving money. Not all are good at multiplying these savings.

What about you?

Wise investing of your wealth will give you a larger sum and a better lifestyle in retirement.

At BlueRocke we provide our clients with a wide range of portfolio options that range from managed funds to direct equities.

Our client specific approach allows us to build portfolios that are tailored for individual clients, whilst providing flexibility, control and cost efficiencies.

 

Investment Portfolios.

At BlueRocke we provide leading methodologies to design investment portfolios.

We use sophisticated risk profiling that allows us to develop strategies that are based on a complete understanding of our client’s situation, attitudes and needs.

A well-constructed portfolio of diversified assets underpinned by reliable income and sound fundamentals can return comparatively high rates of return at a suitable level of risk.

In order to improve performance, we review, adjust and re-balance clients’ portfolios wherever required and update our clients on an ongoing basis.

 

Separately managed accounts and Individually managed accounts.

Separately managed accounts (SMA) and Individually managed accounts (IMA) are portfolio structures where the investments are owned directly by the client. This allows greater flexibility and control than that achieved with common alternatives such as buying units in a managed fund structure.

SMA’s and IMA’s are becoming increasingly popular amongst investors who want to retain greater control over their investments, especially when they come closer to retirement.

 

Independent investment research.

We source quality independent research from a number of credible research houses such as Morningstar and MERCER to give our clients access to high grade investment opportunities across a range of asset classes.

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Personal insurance to protect you and your family

Are you and your loved ones adequately protected?

When did you last review this?

Times and needs change, as do your options and costs.

Our detailed risk-analysis and research process enables us to select the most suitable and cost effective protection.

Let’s meet.


Income, expense and debt management reviews

Income, expense and debt management are the building blocks for most long-term strategic plans.

Many people believe that they understand these areas well and have them under control.

Often a review throws up a number of inefficiencies and missed opportunities.

We help our clients build financial strategies and disciplines that they are comfortable with and that will last a lifetime.