Create a Financial Plan That Fits Your Life Goals. With the right financial strategies, a clear roadmap for the future, and a plan b in case of the unexpected, you can reach your life goals and stay on track as you work to achieve them.
Feel Confident in Your Investment Strategies. We know how hard you’ve worked to build your wealth, so we work just as hard to ensure you have the right investment strategy, aligned closely to your investment preferences and goals.
Maximise Your Superannuation for Strategic Wealth Creation. Whether you’re planning for retirement or thinking about buying a property, a holistic superannuation strategy can help you achieve your goals.
Protect Your Family’s Future with Estate Planning. Estate planning is more than making a will, and it’s not just for the wealthy. Everyone can benefit from having the right estate plan in place to protect your family, business and assets.
Help Protect Your Loved Ones from the Unexpected with Life Insurance and Income Protection. No one likes to think about worst-case scenarios – but they are a part of life. Considering Life Insurance products as part of your wealth protection strategy can help protect you, your family and your business.
We love what we do, and apparently so do our clients.
We have been with BlueRock since it started, and they have always provided us with accounting services and assisted us to manage other things outside of our business. After almost 50 years in business, our affairs have become quite complex. We recently worked through our financial affairs and the re-writing of our wills, guided by Adam Morse and Ryan Williams. Getting a will right and managing the financial requirements to make it work properly is no simple task. The fact that all the information was already within BlueRock made discussing it with Adam and Ryan easier. The outcome is a very thorough, simple will and estate plan, which is, without doubt, the best result we have ever had.
The team at BlueRock made my estate planning straightforward and simple to understand. Ryan was a great help, always being there to answer my questions and taking the time to have several meetings to make sure we got it right. You could tell they really cared about setting us up correctly and now I can sleep easy at night knowing it’s all sorted.
True Blue Plumbing
My experience working with BlueRock has been exceptional. I sought to find the best in the business and feel that BlueRock surpassed my expectations; in particular Daniel Zaffino. His work ethic, knowledge, willingness to help and educate is second to none. Without Daniel and the team I wouldn’t have been able to achieve my ambitious financial goals as quickly as I did, buying my first investment property at 23 and buying my dad his dream car (74’ Ford Falcon Coupe). Reaching these goals has been a massive milestone for me and I can thank BlueRock for helping with reaching that. I would certainly recommend engaging the team at BlueRock.
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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!
Global Investment Markets and Covid-19 - Where to now?