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I can’t say enough good things about Dev as our financial advisor. They’ve been an absolute game-changer for our financial journey. From the very first meeting, it was clear that Dev was not just about numbers and investments but also genuinely cared about our financial well-being.
Dev took the time to understand our unique financial situation, goals, and risk tolerance. What sets Dev apart is their ability to explain complex financial concepts in a way that’s easy to grasp. He never made us feel intimidated or overwhelmed, which was a big relief.
Dev’s communication style is fantastic. They’re always available to answer our questions, and their responses are clear and prompt. It’s comforting to know that we can rely on them for guidance whenever we need it.
Without a doubt, I would wholeheartedly recommend Dev to anyone seeking financial advice. Thank you, Dev, for helping us on our financial journey!
Neha, 35 – 45 years, Kurralta Park, SA
Dev knows his stuff! Always up to date with the current market and able to give trusted advice where and when necessary.
Nick, 56 – 65 years, Alberton, SA
Welcoming and approachable, Dev puts your nerves at ease in charting a tailored pathway for your financial needs.
Wei, under 35 years, Northgate, SA
Dev is a great and reliable adviser for all your tax, financial and investment planning and management needs. He is helpful, knowledgeable and reliable. Highly recommended!
Fei, 56 – 65 years, Gilles Plains, SA
Following an interstate move that involved a change of employers, I found changes to my superannuation and the insurance components. Dev was recommended to my wife and I and following the first meeting Dev quickly provided advice and a positive and proactive way ahead in respect our superannuation investments. We continue to work with and seek advice from Dev, and the following of such advice. I am again confident about the future in respect to my superannuation and insurance components. Thank you.
Stephen, 56 – 65 years, Unley Park, SA
Great adviser and you can rely on him to do what’s best for the client.
Raphael, 35 – 45 years, Bridgewater, SA
Dev has given me advice on planning for retirement and growing my passive income. His strategies are tailor-made for my needs and extremely clearly laid out. He was able to guide me into a plan that has helped me become more confident about my future and enhance my savings. In addition, he was always available for further discussion and is able to break down complex financial components into language fitting for a lay person.
Ingrid, 46 – 55 years, Lockleys, SA
Dev gives me solid advice in areas that I requested, like insights on small business, cash flow management and loans but also helped me understand the wider ramifications of my plans and choices. I feel I always get more than what I was asking for. He is helpful, available and easily accessible.
Daniel, 46 – 55 years, Adelaide, SA
Dev has provided helped me immensely by giving me advice and helping me grow my superannuation account. Before meeting him, I was lost about what to do with my superannuation, but now I understand more about the importance of super and enjoy a good return of my superannuation. He also helped me understand my insurance needs and explained to me why I should take a certain amount of cover. Kind and knowledgeable, I believe Dev is the right adviser for everyone.
O, 35 – 45 years, Adelaide, SA
Dev has given me advice in areas including insurance, superannuation and investments. Dev is always very responsive, approachable and tailors the best advice according to my needs.
V, under 35 years, Kensington Gardens, SA
Dev has been instrumental in providing for our financial concerns and wealth creation/management. Always current with his knowledge, and measured and balanced in what he suggests. Inspires confidence, and reassurance!
H, 35 – 45 years, College Park, SA
Dev explained what he is doing well, generates good investment returns, is reliable and I will be happy to recommend him to others.
Dr J, Medical Specialist
Having a career of moving between new jobs and countries, the drive and opportunity to consolidate wealth for the future was never our focus. We returned to Australia and realised we had been a little too carefree about our retirement, so we decided to seek some professional advice. We found Dev to be thoughtful, respectful and understanding. Dev worked with us to put together a plan that we believe suits our capacity and will help set us up for a comfortable future.
MS, Scientist
The most pertinent quality Dev brought to the conversation was clarity. Having used other advisors for previous insurances, Dev made the process much simpler—allowing us to really focus on the aspects that were relevant to us rather than a blanket approach used by many other advisors.
Rocco D, Creative Director
We went to Dev looking for advice on insurance to secure the financial future of our large family. He came up with a comprehensive solution to cover all our personal and business interests. A complicated process was made simple, and we’re very happy with the result.
Dr. BW, Psychiatrist
Dev helped me realise the importance of securing personal insurances as a first step to protecting my financial health and loved ones. He is very thorough, accommodating and approachable in all our meetings, and was efficient in assisting me select an affordable coverage. I will continue to use his service to make decisions in my financial journey.
Ms V Lee, Pharmacist
We really do appreciate your understanding of our personal situation and current dilemmas. Thank you for your care and consideration as you guide us through the complexities of our personal retirement funding planning, superannuation and investments.
Dr & Mrs Radford
Dev of BlueRocke came to us with high recommendation and he really didn’t disappoint! From the outset of making the appointment, to his honest and very knowledgeable approach in our first meeting, we felt we could trust him with our financial queries. He has the full suite of skills we were after and needing. The next step of engaging him as our trusted advisor was a given. We were impressed by his forethought, planning and implementation throughout the whole process and we have no hesitation whatsoever in recommending Dev’s skills to prospective clients.
N & L, Real Estate Principals
I recently sought advice on some insurance for my self-managed super fund. It was the first time for many years that I had sought insurance cover and it is fair to say that it was difficult. Dev cleared the obstacles for me and provided first class advice. His assistance turned what had the potential to be an awkward task, into a painless exercise. He was very thorough and I am more than satisfied with his service and enthusiasm. I have no hesitation in recommending him to others.
C Short, Senior Building Inspector
Dev was recommended to us by a friend. He is a pleasure to work with, and nothing is too much trouble. His hard work, and professionalism ensured we have the best product available. Client satisfaction is his number 1 priority. We are really happy with the end result. Look forward to working with him again.
B & A Allan, Restaurant Proprietors
Many thanks to Bluerocke, and our financial advisor Dev. His wealth of experience and knowledge was very evident from our introductory meeting, and he has subsequently been able to support us through a number of decisions with sound advice in particular on our current situation with finances, and insurances. He is dedicated to his work, and has been a very good communicator, responding promptly even after hours. The conversations we have with Dev are always educational, and he practices being a ‘personal CFO’ with principle. I have had no hesitation with recommending his services to family, friends and colleagues.
Dr HL, Medical Specialist
Dev of BlueRocke Investment Advisors organised personal insurances for both myself and my partner. He was happy to meet with us outside of working hours (very convenient!), and we found him to be highly knowledgeable, approachable and understanding of our insurance needs. I have recommended BlueRocke Investment Advisors to friends and family, and will continue to do so in the future.
Ms AP, Accountant