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Resources

Staff and clients can improve their entrepreneurial experiences through these innovative business and private wealth tools.
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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
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Portal
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My Prosperity Portal
A Holistic Financial View
Portal
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Private Wealth Portal
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Portal
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Mason Stevens Portal
Live Portfolio Reporting
Portal
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MoneySoft Portal
Control Your Cashflow
Portal
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SMSF Client Portal
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Private Wealth Financial Services Guide
Promotional
Document
BlueRock Private Wealth Business Profile
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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
Private Wealth Financial Services Guide
Promotional
Document
BlueRock Private Wealth Business Profile
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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