Retire Your Way
Start enjoying the retirement you’ve been dreaming of. Say goodbye to market downturn fears, uncertainty about investment decisions and the stress of navigating the financial world alone. Say hello to more travel, more time with family and friends, and perfecting your golf swing (or, you know, doin' your thing.)
Take the stress out of retirement.
We know how hard you’ve worked to build your wealth. So when you decide to hang up the boots, we work just as hard to make sure it keeps growing, safely, so you can enjoy the next phase of life.
Whether you’ve made your money in business or property, or you want to hand over the management of your assets and portfolio, our funds and strategies cater for varying personal scenarios, risk profiles and investment philosophies.
With a focus on Australian shares and income generation, our team actively works with you to develop and execute investment strategies that grow your assets and meet your objectives.
Why Choose BlueRock Wealth
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![A trusted team of accessible investment experts]()
We’re not your typical financial advisors
We provide the trust and security of working with a ‘big firm’ without going big on the fees and small on the love. Our experienced financial advisors offer a personalised approach and specialise in helping small business owners and hard-working parents transition into retirement.
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![Tailored wealth management solutions]()
Tailored wealth management solutions
No cookie-cutter solutions here. Our tailored service includes a dedicated team of two people working on your account. We work with you to determine your risk appetite and set clear goals, then craft a retirement investment plan just for you.
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![Strong portfolio returns with a proven track record]()
Strong portfolio returns with a proven track record
We have a track record of delivering positive investment results for retirees, helping them grow their savings and maintain their lifestyle. We favour a conservative approach, which has seen our model portfolio outperform the market and ride out the downturns.
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![Were not your typical financial advisors]()
A trusted team of accessible investment experts
Our team of experts are always available to answer questions and provide support by phone or email. We’ll help you make informed financial decisions with confidence, so you don’t have to spend your retirement monitoring markets.
