Having a financial plan in place allows you to take control of your future and that of your family.
It provides a strong foundation on which to base your life goals and financial decisions, and when you work with a financial advisor you trust, it provides great peace of mind.
Our service offering can be tailored for those starting their wealth journey, right through to comprehensive Family Office structuring and governance. The fundamentals remain the same irrespective of the magnitude of your wealth.
A strong financial plan takes a comprehensive view of your entire personal situation in relation to:
Personal goals - defining what is important for you and your family
Income and cash flow management
Growing your business
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.
Our Financial Planning Process
We offer a comprehensive and progressive financial advisory service in collaboration with BlueRock’s accounting, law and superannuation divisions.
This means you get a holistic and well-considered strategy that takes into account the full financial picture.
We leave no stone unturned in our quest to help our clients achieve financial peace of mind.
Mapping Your Financial Milestones
We start by gaining a deep understanding of your holistic circumstances
We work with you to set achievable, and well-defined goals
We critique your existing financial structure and strategy seeking out risks and opportunities
We create a financial roadmap with various scenarios to consider
We incorporate cash flow management into the engine of your financial strategy
We provide advice, implement and start the journey of keeping you on track and adjusting as we go
Keeping You on Track to Achieve Your Goals
We consider major milestones
We set both long-term and 12-month targets upon which to track progress
We meet regularly so we can adjust when life circumstances change
We leverage customised digital dashboards to report on progress
We use financial planning tools to help you stay on track
We evolve our offering to stay ahead of the curve and to ensure we continually add value for our clients
We’re Certified Financial Planners® but are not controlled by any financial institution and our investment strategies are not BlueRock products. We provide financial advice you can trust.
Get in Touch
Ready to start on your path to financial freedom?
Our experienced financial advisors would love to talk through your goals and our strategies and tools to help you stay on track.