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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.
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Resources for Growing Your Private Wealth

We're here to help you grow your private wealth and we thought these resources may help too!
Check out our tools, guides, portals and content related to managing and growing personal wealth.

Updates

BlueRock Investment Committee Market Update
February 18, 2021
February 16, 2021
BlueRock Investment Committee Market Update
February 18, 2021
February 8, 2021
BlueRock Investment Committee Market Update
February 18, 2021
December 21, 2020

Categories

Guides

Guide
Document
Buying Property Through an SMSF (Webinar Slides)
Our experts explain everything you need to know about buying property through your SMSF.
Guide
Video
BlueRock Private Wealth Investment Update Seminar Recording
Guide
Document
Superannuation Changes (2017)
Guide
Document
Global Investment Service Guide (December 2019)
Guide
Document
BlueRock Investment Mandate (February 2020)
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Portals

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Xero Login
Finance at Your Fingertips
Portal
Web
My Prosperity Portal
A Holistic Financial View
Portal
Web
Private Wealth Portal
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Portal
Web
Mason Stevens Portal
Live Portfolio Reporting
Portal
Web
MoneySoft Portal
Control Your Cashflow
Portal
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SMSF Client Portal
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Promotional
Document
BlueRock Private Wealth Business Profile
Promotional
Document
Private Wealth Financial Services Guide (April 2021)
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Tools

Tool
Video
Private Wealth Investment Update Seminar
Join BlueRock Investment Committee (BRIC) members, Craig Ferguson and Gareth de Maid for the first BlueRock Private Wealth Investment Update Seminar of the year!
Tool
Web
ATO SMSF resources
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Formats

Documents

Promotional
Document
BlueRock Private Wealth Business Profile
Promotional
Document
Private Wealth Financial Services Guide (April 2021)
Guide
Document
Buying Property Through an SMSF (Webinar Slides)
Our experts explain everything you need to know about buying property through your SMSF.
Guide
Document
Superannuation Changes (2017)
Guide
Document
Global Investment Service Guide (December 2019)
Guide
Document
BlueRock Investment Mandate (February 2020)
View all Documents

Videos

Tool
Video
Private Wealth Investment Update Seminar
Join BlueRock Investment Committee (BRIC) members, Craig Ferguson and Gareth de Maid for the first BlueRock Private Wealth Investment Update Seminar of the year!
Guide
Video
BlueRock Private Wealth Investment Update Seminar Recording
View all videos

Contact

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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!