Create a Plan to Get You There

With a clear roadmap for the future, smart strategies to get you there, and ongoing advice to navigate a path to financial freedom, you can dream big and strive for ambitious life goals. We’ll help you stay on track as you work to achieve them.

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Wealth Financial Planning

How We Do Financial Advice


What We Do


  • 2022 10 Wealth Financial Planning Define Personal Goals

    Discovery & Goal Setting

    Before setting a strategy to take control of your financial future, it's important to define what’s important to you and your family. In this phase, our trusted financial advisors workshop your life goals and financial position, providing peace of mind that you’re on the path to financial freedom. Here's how we help you set financial goals...

    • Financial Goal Setting Workshop

      First things first, let's get to know each other in a goal setting workshop. Our financial advisors ask all the right questions to learn about 'current you' and 'future you'. We'll educate you on key financial concepts and wealth creation strategies, including a Plan A and Plan B analysis. What we cover here will be presented in a comprehensive Discovery Report.

    • Create Your Discovery Report

      Our Discovery Report is a factual analysis that encompasses the key considerations and opportunities based on your current financial position. Once we've captured and prioritised your life goals and wealth objectives through in-depth discussions, we create your report outlining the financial metrics you need to hit, and suggest next steps to get you there.

  • What Our Clients Say

    "I wouldn't have been able to achieve my ambitious financial goals as quickly as I did, buying my first investment property at 23 and buying my dad his dream car.

    My experience working with BlueRock has been exceptional. I sought to find the best in the business and BlueRock surpassed my expectations; in particular Daniel Zaffino . His work ethic, knowledge, willingness to help and educate is second to none. Reaching these goals has been a massive milestone and I can thank BlueRock for helping me. I would certainly recommend engaging the team at BlueRock." - Tayla Harris, Professional Athlete

  • 2022 10 Wealth Financial Planning Create Your Financial Plan

    Creating a Strong Financial Plan

    We create holistic financial strategies that take stock of personal debt, improve cash flow, provide investment strategies, minimise tax obligations, grow your business, generate wealth, and ensure you have the right insurance and protection in place. Here's what our strategic financial advice looks like:

    • Cash Flow Assessment and Financial Modelling

      Effective cash flow management is a key ingredient in achieving your wealth and lifestyle goals. After assessing your cash flow position, we can model different financial scenarios to help you tackle debt, boost superannuation or other investments, and ultimately achieve your goals.

    • Structuring, Finance & Debt

      Getting your structures right is a critical starting point in setting the foundations for growth and wealth creation, both for families and business owners. We can help structure any debt to maximise tax efficiencies and align the debt structure to the plan for your assets.

    • Investments & Property

      Access our investment solutions across Australian and international equities, exclusive IPOs, commercial, residential and global property, and more; spanning over 55 markets worldwide.

    • Superannuation

      Build and grow your retirement nest egg. Contribution strategies, investment preferences and products play a vital role in achieving your long term retirement objectives. Whether it's an industry super fund or an SMSF , we provide advice for a super future.

    • Tax Planning

      Arrange your financial affairs to maximise your after-tax outcome , which can “save” thousands of dollars every year and direct your finances towards what matters to you.

  • What Our Clients Say

    "They're trusted advisors that we turn to for every significant (and not so significant!) financial decision.

    Finally finding and working with Leigh and Nick and the team at BlueRock was a momentous occasion for my wife and I, in our decision to remain in Australia after emigrating from the UK. They provided such sound, holistic financial advice (from house moves to schooling) across a whole range of products, which gave us the certainty we needed that we could have the lifestyle we wanted down under, alongside the great weather and beaches! We love their pro-activity in providing us financial guidance and tips, even those we are not expecting (like topping up our super at year-end). We can't recommend them highly enough!" - Ian and Erica Carson

  • 2022 10 Wealth Financial Planning Financial Advice Our Way

    Ongoing Wealth Generation & Protection

    Once we've helped you define your goals, and set a strategy in place to achieve them, we work hard to grow and protect your wealth. Get ongoing investment advice and management, estate planning, life insurance, regular review meetings, reporting and more. Tailor a fixed-fee advice package that works for you.

    • Investments

      We create personalised and diligent investment strategies to grow your assets, while comprehensively addressing all aspects of your financial requirements. Our team approach ensures your financial goals are met and exceeded, providing you with the foundations for a prosperous future.

    • Life Insurance

      No one likes to think about worst-case scenarios – but they are a part of life. Protect your world from the unexpected with the right level of life insurance , including TPD, income protection and trauma insurance.

    • Estate Planning

      Leave a lasting legacy and ensure your wishes are honoured with an effective and considered estate plan. Estate planning is more than making a will, and it’s not just for the wealthy. Talk to our expert advisors about protecting your wealth.

    • SMSF Strategy

      Make your SMSF investment strategy an effective part of your overall financial planning and wealth strategy with our holistic approach to managing SMSFs.

  • What Our Clients Say

    "Their breadth of experience and practical knowledge has enabled us to take control of our future.

    Working with the BlueRock Private Wealth team over the past few years has been both enjoyable and a great experience. It has assisted me and my business partner to have our personal finance, estate planning and business planning managed professionally and easily. Their breadth of experience and practical knowledge has enabled us to take control of our future, and ensure we are ready for what the future may throw at us." - Mike King, Managing Director of 888 Property Group

Meet Our Financial Advisors


2022 10 Wealth Superannuation SMSF

Take Control with an SMSF

We take a holistic approach when it comes to SMSFs. From getting set up, to creating an investment strategy and providing fixed-fee accounting and administration. Reach your retirement goals your way with a self-managed super fund.
Learn more about SMSFs

THE BORING BUT IMPORTANT STUFF


It may be a little dry, but it is important! View our Financial Services Guide for all the nitty gritty details about our financial planning offering.
  • Financial Services Guide

    It may be a little dry, but it is important! View our Financial Services Guide for all the nitty gritty details about our financial planning offering.

    Download our Financial Services Guide

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