Holistic Estate Planners

An estate plan involves a lot more than a will. It’s about having a comprehensive plan that puts you in control of your assets. And it’s not just for the uber-rich. Everyone can benefit from having the right estate plan in place to protect their family, business and assets.

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2022 10 Wealth Estate Planning

Benefits of Estate Planning with BlueRock

Take Control of your assets

Take Control of Your Assets

Estate planning involves an expert review of your assets and liabilities. You can control how your assets are handled when you’re gone, rather than leaving it to legislative formulas. Our estate planners will ensure your hard-earned assets (whether it’s property, cash, superannuation or your favourite painting) are left to the people you wish to benefit, in the right way.
Our approach to estate planning

Our Approach to Estate Planning

Our process starts with understanding your wishes and any family issues that might impact your strategy. We get to know who the important people are in your life, then appoint roles like executor, powers of attorney and guardians of children. We make sure superannuation plans, tax structures and life insurance coverage are all optimised to ensure the required asset base is transferred to your loved ones.
Detailed and personalised plans

Detailed & Personalised Plans

We don’t do cookie-cutter estate plans. We know that no two families are alike and that every person’s situation is different. Thanks to BlueRock's multidisciplinary community of advisors, we can tailor an approach that suits your needs by involving our legal experts, financial advisors, insurance specialists and accountants, should you require them.
Comprehensive peace of mind

Comprehensive Peace of Mind

You can expect your estate plan to thoroughly cover all the corners of your universe including guardianship of children, testamentary trusts, rights to occupy, superannuation proceeds trusts, strategic gifting of share ownership in companies and medical, personal and financial powers of attorney. A well-organised estate is one of the most thoughtful gifts you can leave your family.

Estate Planning Health Check

Fill out simple tick-box questions to get a FREE high-level snapshot of your current estate plan, along with any potential recommendations and considerations. You can also download a free comprehensive report.
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What Our Clients Say

  • Testimonials Individual

    "The online tool BlueRock has created took away the legal jargon and enabled us to work through the process knowing what each step entailed."

    When my husband and I first spoke to Ryan and the team at BlueRock, we were ignorant of what was involved in the Estate planning process. With a blended family we had added complications we needed to cover to ensure everything was handled to our requirements.

    The online tool BlueRock has created took away the legal jargon and enabled us to work through the process knowing what each step entailed. The easy-to-follow instructions allayed any concerns and allowed us to do the groundwork in our own environment. Being able to work online was easy and stopped any double handling. We could go back and check what we had done and update and change as required. It gave us a record of what was discussed which helped when we met to finalise the details. We loved the simplicity created in what was a complex plan.

    Tanya Robertson, BlueRock client

  • Testimonials Business Teams

    "With my business finances being dealt with so professionally through BlueRock, I queried if estate planning fell under their umbrella. Fortunately, it does!"

    Writing a will was something myself and my partner had been making attempts at for several years. After many faulted starts we would hit inevitable brick walls surrounding the details for our children and complexities of trusts etc.

    From the beginning, Ryan was very personable and simplified the process to a point where we could focus on the correct decisions for ourselves and our families. Looking back, we were correct in that the process was daunting without help and Ryan brought up many other points we were totally ignorant of which could have had a huge impact on our estate management and wishes. We would highly recommend Ryan and the BlueRock team to anyone.

    Dale Barnes and Lisa Jenkins, BlueRock clients.


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