BlueRock

BlueRock’s vision is to give business owners the support they need to run amazing businesses and the freedom they desire to live great lives. BlueRock has created a full-service offering for entrepreneurs, providing a comprehensive suite of services and a strong community to grow their client’s business and personal wealth.

A technology-centric mindset fuels BlueRock’s approach, leading them to make substantial investments in cutting-edge platforms and honing their skill sets to prototype and develop solutions for clients.

Offering
BlueRock is offering a range of complimentary services to EO Members to support them in both their business and personal life including:

  • Ask an Expert: Open 60-minute Q&A session with a BlueRock advisor tailored to specific questions or topics.

  • WorkflowMax by BlueRock: Introductory offer for EO Members—a free 6-month subscription.

  • Legal Document Review: Complimentary review and gap analysis for shareholder agreements, leasing contracts, terms and conditions, wills, and estates.

  • Payroll Pain-Point Session: A 60-minute consultation to address payroll challenges and ensure compliance.

  • Family Goals Workshop: A 90-minute facilitated session focused on family wealth and goals, complete with an editable worksheet post-session.

  • Xero Budgeting: A complimentary 30-minute session to set up a budget using the Xero platform.

  • Insurance Policy Review: Insights into improving life or general insurance policies.

  • Finance Consultation: Speak with a finance expert about leveraging funding to grow a business or wealth.

  • Free Use of BlueRock Spaces: Boardrooms, meeting rooms, and open-plan spaces for events and conferences.

  • Access to Experts and Training: Guest speakers and training opportunities featuring BlueRock’s expert advisors. (For the full list of topics, visit this page.)

For more information about offers or to make an inquiry head to https://www.bluerock.com.au/partner/entrepreneurs-organisation.

Contact for Members 

Contact: Leigh Fernando – Managing Director Private Wealth Mobile: 0468948149
Email: Leigh.Fernando@thebluerock.com.au
Address: Rialto, L2 Podium East, 525 Collins Street, Melbourne VIC 3000

Contact: Marie France Elacion – Client Relationship & Onboarding Manager   Mobile: 0422664779
Email: marie.elacion@thebluerock.com.au
Address: Rialto, L2 Podium East, 525 Collins Street, Melbourne VIC 3000

Contact: Karen Schmidt – Executive & Operations Assistant   Mobile: 0490335724
Email: Karen.schmidt@eiainvestments.com.au
Address: Rialto, L2 Podium East, 525 Collins Street, Melbourne VIC 3000


Website https://www.bluerock.com.au/