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.

Resources for Growing Your Private Wealth

Check out our tools, guides, portals and content related to managing and growing personal wealth.

Categories

Forms

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

Guides

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)

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.

Press

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We're working on filling out this catalogue with awesome resources.
Please check back again at a later date.

Promotional

Promotional
Document
BlueRock Private Wealth Business Profile
Promotional
Document
Private Wealth Financial Services Guide (April 2020)

Tools

Tool
Web
ATO SMSF resources

Update

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

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
Superannuation Changes (2017)
Guide
Document
General Insurance FSG
Promotional
Document
Private Wealth Financial Services Guide (April 2020)
Guide
Document
Global Investment Service Guide (December 2019)
Guide
Document
BlueRock Investment Mandate (February 2020)

Podcasts

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

Videos

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

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!