BlueRocke Investment Advisors is a specialist financial advisory practice.
We work with our partner CPA, CAANZ and ICAEW firms in structuring Trusts, SMSFs and other corporate entities, to ensure a balanced holdings of assets, for growth, liquidity and tax planning.
Our main value-add, is in helping those aged between the ages of 30-55 build their wealth for retirement, using long term strategies.
Our clients are mainly small business owners with sales $2- 25 million. We also provides services to professionals i.e., lawyers, accountants, medical consultants, nurses, chefs etc.
Through our group company, we arrange commercial and SMSF loans to business owners.
I can't say enough good things about Dev as our financial adviser. They've been an absolute game-changer for our financial journey. From the very first meeting, it was clear that Dev was not just about numbers and investments but also genuinely cared about our financial well-being. Dev took the time to understand our unique financial situation, goals, and risk tolerance. What sets Dev apart is their ability to explain complex financial concepts in a way that's easy to grasp. He never made us feel intimidated or overwhelmed, which was a big relief. Dev's communication style is fantastic. They're always available to answer our questions, and their responses are clear and prompt. It's comforting to know that we can rely on them for guidance whenever we need it. Without a doubt, I would wholeheartedly recommend Dev to anyone seeking financial advice. Thank you, Dev, for helping us on our financial journey!
Dev, is very knowledgeable and puts you at ease. He provides strong recommendations, isn't pushy and encourages you to ask questions to ensure that you are comfortable with the strategy to meet your goals. Highly recommended
He is extremely reliable and helpful.
Dev has been my financial adviser for years. He is someone I can always trust to give good advice. Approachable and helpful.
Devs experience and knowledge of all matters relating to financial planning have given me confidence that the guidance I have received will make a difference to my wealth building for retirement. He has been highly efficient and pragmatic in his approach to assessing my position and determining a range of solutions for me to consider.
- Adviser status Silver
- Number of reviews 19
- First year providing advice 2014
- Years of experience 9
- Master of Business Administration
Bluerocke Investments Advisors Pty Ltd167 Flinders Street
Adelaide, SA 5000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Ferrofunds Pty Ltd