About Us

Blue Rose Wealth is named after the middle names of our founder, Michelle Crowley’s two children and puts family at the centre of everything we do. We are proud to create strong and trusted relationships with our clients that will last for generations to come. We have formed a business that serves as a ‘forever home’ a place of trust, stability, and long-term growth for everyone it touches.

Blue Rose Wealth brings a contemporary and caring approach to financial planning, tailored to support you through life’s significant transitions,

Change is one of life’s few constants, and we specialise in supporting clients through pivotal transitions. Whether it’s navigating a divorce, the loss of a loved one, retirement, or other significant life events, these moments can impact your finances, confidence, and resilience. Some transitions are exciting and can be planned for, while others arrive unexpectedly and feel overwhelming. During these times, you deserve more than a one-size-fits-all approach. Our process is uniquely personal to meet your needs—when and how you need it—providing guidance to help you move forward with clarity and confidence.

Our mission is to simplify financial advice by listening and offering tailored solutions built on a foundation of trust, empowering our clients to achieve their financial goals with clarity and confidence.

Financial planning is the process of creating a roadmap to achieve your financial goals and secure your future. It involves analysing your current financial situation, identifying your objectives, and developing personalised strategies to manage your income, expenses, savings, investments, and risks. A good financial plan provides clarity, confidence, and flexibility, enabling you to navigate life’s uncertainties and make informed decisions at every stage.