Exclusive Offers for ASLM Members
BlueRock is thrilled to announce our partnership with ASLM for 2024! As a multi-disciplinary advisory firm, we empower businesses and individuals to achieve their goals. With a seasoned team specialising in the medical and health sector, we are offering ASLM members access to a range of our services to propel you and your business forward. Giving back to our community is core to our business, and through this collaboration, we're committed to supporting healthcare professionals in Australia. So if you want to grow your business or create a wealth strategy for your future, check out how we can help, and let the adventure begin.
Check out our exclusive offers for ASLM members and submit the form below to get started
Ask an Expert
A 60 minute Q&A session with a BlueRock advisor to discuss any current business or private wealth concerns. Send through your specific questions or topics for discussion and we’ll find a suitable advisor and organise a time to chat.
Accounting & Taxation
A complimentary tax health check on latest set of financial reports and tax returns to ensure you are getting the most tax effective result possible.
Estate Planning
A complimentary and obligation free 45 minute session to discuss your current circumstances and future wishes to uncover recommendations for the future.
Financial Health Check
Our wealth team will facilitate a complimentary 45 minute workshop tailored to your goals. The workshop will cover essential topics such as family wealth management, business succession planning, cash flow strategies, investment opportunities, superannuation, and insurance.
Finance
Access to a free residential and commercial loan review, providing a detailed comparison of alternative banks or lenders and their proposed interest rates and fees. We will also provide a $2,000 cash-back offer for any refinanced or new loans above $750,000 in total to be paid post loan settlement, and $1,000 cash-back offer for any refinanced or new loans up to $750,000 in total to be paid post loan settlement.
*Eligible for all home, investment, commercial or SMSF loans. Excludes asset/vehicle finance.
Insurance Policy Review
Review of your existing life or general insurance policies to provide insights on any areas for improvement and gaps in your current policies.
Payroll
A 60-minute session to discuss your payroll pain-points and to ensure compliance with current regulations.
Access to Content & Events
Sign up using the form below to receive the latest educational content from our advisors and find out more about our events and webinars.
