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 – A 60-minute Q&A session with a BlueRock advisor regarding your business or personal goals.
- Family Goals Workshop – Our wealth team will facilitate a 90-minute goals workshop focused on your family wealth and goals.
- Xero Budgeting - A complimentary 30-minute session to run a budget through the Xero Platform.
- Legal Document Review - Complimentary legal document review and gap analysis.
- Insurance Policy Review - Review of your existing life or general insurance policies to provide insights on areas for improvement and gaps in your current policies.
- Access to Experts and Training — Access to guest speakers for forums and educational events.
- Free use of BlueRock Spaces - Use our boardrooms, meeting rooms and open-plan spaces for events and conferences.
Find out more info about their spaces
here. For questions about BlueRock and bookings, please contact:
- Nicole Bradley, Office & Events Coordinator of BlueRock, at 0477 903 358 or
[email protected]- Karen Schmidt, Executive & Operations Assistant, at 0490 335 724 or
[email protected]
Contact for Members
Contact: Shaun Langdon – Managing Director On Demand
Mobile: 0413922625
Address: Rialto, L2 Podium East, 525 Collins Street, Melbourne VIC 3000
Contact: Leigh Fernando – Managing Director Private Wealth
Mobile: 0468948149
Email: [email protected]Address: Rialto, L2 Podium East, 525 Collins Street, Melbourne VIC 3000
Contact: Olympia Lombardi – Client Relationship & Onboarding Manager Mobile 0413 462 018
Address: Rialto, L2 Podium East, 525 Collins Street, Melbourne VIC 3000
Contact: Karen Schmidt – Executive & Operations Assistant
Mobile: 0490335724
Email: [email protected] Address: Rialto, L2 Podium East, 525 Collins Street, Melbourne VIC 3000
