Services

Finally finding and working with Leigh and Nick and their team at BlueRock was a momentous occasion for my wife and I, in our decision to remain in Australia after emigrating from the UK 5 years earlier. They provided such sound, holistic financial advice across a whole range of products (from house moves to schooling) which gave us the certainty we needed that we could have the lifestyle we wanted down under, alongside the great weather and beaches! Leigh and Nick have become trusted advisors that we turn to for every significant (and not so significant!) financial decision. We love their proactivity in providing us financial guidance and tips, even those we are not expecting (like topping up our super at year-end). We can't recommend them highly enough!

BlueRock provided a professional and very personalised level of service from the initial meeting right through to finance settlement. They've proven their capacity to identify and recommend the best (by far) market rates and quickly navigate through the banks red tape. I would happily recommend them for future business.

Given the current situation, I was keen to ensure that my will and estate were in order. I reached out to Ryan at BlueRock and found the whole process seamless and thorough. The response time was excellent and the team was able to manage a fairly detailed portfolio and identify a number of areas where I could reduce estate costs and give me security about the outcome. In addition, it led to a thorough and very useful review of all my insurances!