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.
For more information about offers or to make an inquiry head to https://www.bluerock.com.au/partner/entrepreneurs-organisation.
Contact for Members
Contact for Members
Contact: Adam Morse – Managing Director, Family Office
Phone: (03) 8682 1143 | Mobile: 0481 160 336
Address: Rialto, L2 Podium East, 525 Collins Street, Melbourne VIC 3000
Contact: Trevor Gordijn - Chief Commercial Officer & Executive Managing Partner, Accounting
Phone: (03) 9089 7139 | Mobile: 0403 955 563
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
