Blue Rock Private Wealth Pty Ltd

Blue Rock is a specialist entrepreneurial advisory firm. We look after business owners providing solutions in all areas related to accounting, law and wealth management. We work alongside our clients, often speaking to them daily to ensure that excellence in service means that we become valued business advisors. We believe that strategic financial advice should be solely focused on providing our clients with peace of mind that they are continually making the right financial decisions in order to achieve their unique goals. Goals should be clearly defined, measurable, and prioritised, and whilst it is integral to establish a strategic financial plan that provides a financial pathway focused on seeing those goals come to fruition, it is even more important to have in place a structured wealth program that provides regularly adjusted short term actions and targets so that you know exactly how you are tracking. BlueRock Private Wealth lives and breathes this philosophy with our clients and the other professional advisors whom we partner with, and it works. We are also highly qualified experts in all matters related to holistic wealth management, however that should be a given. Blue Rock Accounting takes a dynamic and pro-active approach to tax and accounting advice which helps our clients achieve long term success. What sets us apart from your traditional accounting firm is our set board meeting process that we run with all our clients. This experience allows us to meet regularly with our clients and facilitate discussions around their short and long term financial goals. We can also provide assistance in all other areas of businesses and we find by meeting regularly we can provide clients with the best advice before they make any decisions. We believe that paying tax is an indicator of financial success and business profitability. However, we will help ensure that prior to the great financial result being achieved we have appropriately structured your business and considered all opportunities to legally minimise your tax obligations. Blue Rock Partners is a dynamic and progressive Melbourne city based law firm offering sound advice, effective strategies and the best possible outcomes in all areas of general law. Our philosophy is based on providing personalised, friendly and prompt delivery of high quality professional services at reasonable fees. Blue Rock Partners particular expertise is in the areas of: Corporate & Commercial Commercial Disputes & Dispute Resolution Leasing & Licensing Property (including conveyancing) Employment Wills & Powers of Attorney Deceased Estates Superannuation Banking & Finance As Blue Rock has evolved, so have the services that we have come to offer. Blue Rock Technologies was created as a means to solve business problems with IT solutions. Beginning the Technologies side of the business was a natural progression for Blue Rock, as IT solutions were becoming more and more implicated, stemming from our client’s core business problems. At Blue Rock Tech we create a full solution by following a strong set of core values. To Assess, Design, Integrate and Teach. As opposed to more traditional IT consultants, Blue Rock Tech consultants aim to fully understand and assess the business’ needs and where an IT solution can really become the foundation of a new, more efficient way of doing business, rather than simply implementing a “quick-fix”. By understanding the nature of the business problems, we design a solution aimed to integrate existing systems and implement new measures to eliminate redundancies across the business. An important component of the Blue Rock Tech philosophy is to teach. We find that many business problems can be eliminated through more effective teaching of “best practices”, in regards to current systems and software. By teaching our clients how to problem solve in a non-technical manner, many IT support problems are erased. We ensure everyone is on the same page when it comes to understanding a new integrated solution, as this becomes the foundation for the future of your business. The BlueRock Finance Team is headed up by Jamie King whom brings a senior level of financial experience to the team, having managed a wide variety of medium/large business across a number of different industries throughout his 10 year + banking career with the NAB. The BlueRock Finance team exists to take the hassle out of our busy client’s hands when dealing with the Banks & to ensure they have the appropriate debt structure in place to meet their financial needs and aspirations, all at the right price. Bluerock Finance team offers an elite service to a simple bank or mortgage broker offering, via having access to 21 different financial institutions, thus providing greater flexibility to negotiate the right terms & conditions and price for our clients. Bluerock Finance also has the luxury of dealing with our in house Accounting/Consultancy, Wealth, Law & Technology divisions to ensure our clients financial needs are handled in the one location seamlessly. BlueRock Finance team can assist with the following debt requirements: Home Lending (New Purchase / Refinance or Restructure) Commercial Funding (New Purchases / Refinance or Restructure) Property Funding (Com Investment / Property Development) Business Funding (Bus Growth & Expansion) Cash-flow Lending (Import / Export / Debtor & trade Finance) Asset Finance (Car / Equipment Purchases / Shop Fit-Outs) SMSF Lending (New Purchase Com & Resi Assets)

Address: Level 16, 414 La Trobe Street, Melbourne VIC 3000 Australia

Phone: +61 3 8682 1111
FAX: +61 3 8682 1112