Resources

Staff and clients can improve their entrepreneurial experiences through these innovative business and private wealth tools.
As a technically strong company - we aim to keep building on them and educating around them.

Categories

Forms

Form
Web
Client Feedback (2019)
Form
Web
Client Feedback (2018)
Form
Document
Employee Pulse Survey
Form
Web
Investor Checklist
Form
Document
Order Form (Rent Abatement Template Letters)
Form
Web
AIA Health

Guides

Guide
Video
Changes to Commercial Leasing & Licensing Webinar Recording
Guide
Video
BlueRock Private Wealth Investment Update Seminar Recording
Guide
Video
Business Growth Series - Understanding Your Numbers Through Forecasting Webinar Recording
Guide
Video
Taking You Through the New Rules of the JobKeeper Extension Bill Webinar Recording
Guide
Document
Cashflow Forecasting Journey
Guide
Video
Franchisor Open Forum Series - Australia is Moving Webinar Recording
Guide
Video
Changes to JobKeeper Under the JobKeeper Extension Bill Webinar Recording
Guide
Document
COVID-19 National Legislative Commercial Tenancy Guide
Guide
Document
Research and Development Tax Incentive - A BioTech and MedTech Guide
Guide
Video
JobKeeper Expansion and Your Business
Guide
Video
Connecting With the Consumer in a Changing Media Landscape
Guide
Video
Developing a Strong Business Plan

Portals

Portal
Web
Xero Login
Finance at Your Fingertips
Portal
Web
My Prosperity Portal
A Holistic Financial View
Portal
Web
Private Wealth Portal
Powered by Xplan
Portal
Web
Mason Stevens Portal
Live Portfolio Reporting
Portal
Web
MoneySoft Portal
Control Your Cashflow
Portal
Web
SMSF Client Portal
Powered by Class.
Portal
Web
Remote Desktop

Press

Press
Video
The Culture Couch - "Do the things you love" - Bruce McFarlane & Trevor Gordijn (BlueRock)
Press
Document
Firm Foundations - Franchise Business Articles
Press
Podcast
Peter Lalor Talks Futures
Press
Podcast
BlueRock Group on Hustle
Press
Podcast
Aaron March - Beating Cancer Social Enterprise
Press
Podcast
Peter Lalor – Curiosity, Entrepreneurship & Purpose
Press
Web
The Ethics Centre break down how BlueRock uses culture to attract top talent
Press
Web
Chartered Accountants explores BlueRock’s next generation accounting and business advisory success story

Promotional

Promotional
Document
BlueRock Private Wealth Business Profile
Promotional
Document
Self Managed Super Funds Made Easy - BlueRock’s SMSF Package
Promotional
Document
Who is BlueRock?
Promotional
Document
Growing Wealth With the Experts - Business and Private Wealth Advisory
Promotional
Document
Private Wealth Financial Services Guide (April 2020)
Promotional
Document
BRGI Benefit Comparison - Digital Agency
Promotional
Document
BRGI Benefit Comparison - Engineering
Promotional
Document
BRGI Benefit Comparison - Hospitality
Promotional
Document
BlueRock Investment Solution (April 2020)

Tools

Tool
Web
ATO SMSF resources
Tool
Web
Stamp Duty Calculator
Tool
Document
Position Description Sample

Update

Update
Video
Finance and Property Market Update Webinar Recording
Update
Video
Rent and COVID-19: The Latest Updates

Formats

Apps

Nothing here (yet!).
We're working on filling out this catalogue with awesome resources.
Please check back again at a later date.

Books

Nothing here (yet!).
We're working on filling out this catalogue with awesome resources.
Please check back again at a later date.

Documents

Promotional
Document
BlueRock Private Wealth Business Profile
Guide
Document
Cashflow Forecasting Journey
Press
Document
Firm Foundations - Franchise Business Articles
Promotional
Document
Self Managed Super Funds Made Easy - BlueRock’s SMSF Package
Promotional
Document
Who is BlueRock?
Promotional
Document
Growing Wealth With the Experts - Business and Private Wealth Advisory
Guide
Document
COVID-19 National Legislative Commercial Tenancy Guide
Guide
Document
Research and Development Tax Incentive - A BioTech and MedTech Guide
Legal
Document
Broker Privacy Policy
Form
Document
Employee Pulse Survey
Guide
Document
Accounting Competency Framework
Guide
Document
Superannuation Changes (2017)

Podcasts

Press
Podcast
Peter Lalor Talks Futures
Press
Podcast
BlueRock Group on Hustle
Press
Podcast
Aaron March - Beating Cancer Social Enterprise
Press
Podcast
Peter Lalor – Curiosity, Entrepreneurship & Purpose

Videos

Guide
Video
Changes to Commercial Leasing & Licensing Webinar Recording
Update
Video
Finance and Property Market Update Webinar Recording
Press
Video
The Culture Couch - "Do the things you love" - Bruce McFarlane & Trevor Gordijn (BlueRock)
Guide
Video
BlueRock Private Wealth Investment Update Seminar Recording
Guide
Video
Business Growth Series - Understanding Your Numbers Through Forecasting Webinar Recording
Guide
Video
Taking You Through the New Rules of the JobKeeper Extension Bill Webinar Recording
Guide
Video
Franchisor Open Forum Series - Australia is Moving Webinar Recording
Guide
Video
Changes to JobKeeper Under the JobKeeper Extension Bill Webinar Recording
Guide
Video
JobKeeper Expansion and Your Business
Guide
Video
Connecting With the Consumer in a Changing Media Landscape
Guide
Video
Developing a Strong Business Plan
Guide
Video
How to Navigate COVID-19 and Staff

Contact

Sometimes we sit on toadstools to make phone calls and have meetings around David Attenborough-inspired artefacts.
That’s life at BlueRock – we like to do things differently.
Visit our office.

Let us know that you want to drop by and we'll line up a visit.

Send us a message!

Fill in the enquiry form and we’ll be in touch.

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