Clients
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Testimonials
We love what we do, and apparently so do our clients.
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The team at BlueRock made my estate planning straightforward and simple to understand. Ryan was a great help, always being there to answer my questions and taking the time to have several meetings to make sure we got it right. You could tell they really cared about setting us up correctly and now I can sleep easy at night knowing it’s all sorted.
Ben Beattie
,
Director
from
True Blue Plumbing
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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
from
888 Property Group
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Given the current situation, I was keen to ensure that my will and estate were in order. I reached out to Ryan at BlueRock and found the whole process seamless and thorough. The response time was excellent and the team was able to manage a fairly detailed portfolio and identify a number of areas where I could reduce estate costs and give me security about the outcome. In addition, it led to a thorough and very useful review of all my insurances!
Angela Perry
,
Employee Ownership
from
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Sometimes we sit on toadstools to make phone calls and have meetings around David Attenborough-inspired artefacts.
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Did you know?
BlueRock is a certified B Corp business.
Does that mean we didn’t make the ‘A-Team’? Far from it; landing a ‘B’ in this case is an affirmation of our commitment to being “a force for good” in the corporate arena.