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

Guides

Guide
Document
Accounting Competency Framework
Guide
Document
Superannuation Changes (2017)
Guide
Document
General Insurance FSG
Guide
Document
Global Investment Service Guide (December 2019)
Guide
Document
BlueRock Investment Mandate (February 2020)
Guide
Video
How to Navigate COVID-19 and Staff
Guide
Document
Guide to the JobKeeper Scheme (April 10, 2020)
Guide
Document
Guide to the JobKeeper Scheme (April 9, 2020)
Guide
Video
Surviving and Thriving Through the Coronavirus Tips for Hospitality & Retail Owners
Guide
Video
Distressed Business: Managing Your Risks and Considering Your Options
Guide
Document
Australian State & Territory Summary on COVID-19 Response Legislation Affecting Commercial Leases
Guide
Video
Global Investment Markets and Covid-19 - Where to now?

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
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
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
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

Legal
Document
Broker Privacy Policy
Promotional
Document
BlueRock Private Wealth Business Profile
Form
Document
Employee Pulse Survey
Guide
Document
Accounting Competency Framework
Guide
Document
Superannuation Changes (2017)
Guide
Document
General Insurance FSG
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
Guide
Document
Global Investment Service Guide (December 2019)
Guide
Document
BlueRock Investment Mandate (February 2020)

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
How to Navigate COVID-19 and Staff
Guide
Video
Surviving and Thriving Through the Coronavirus Tips for Hospitality & Retail Owners
Update
Video
Rent and COVID-19: The Latest Updates
Guide
Video
Distressed Business: Managing Your Risks and Considering Your Options
Guide
Video
Global Investment Markets and Covid-19 - Where to now?
Guide
Video
Estate Planning for a Secure Future Webinar Recording
Guide
Video
Tax Planning for Businesses & Individuals Webinar Recording
Guide
Video
Capital Raising in a COVID-19 Climate Webinar Recording

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.

Did you know?
The origin of the BlueRock name is a mash-up of the founders two favourite things.
Through a mutual love of the Carlton football team and Dwayne 'The Rock' Johnson, a firm was born!