Investments

BlueRock Investments works with you to develop investment strategies to significantly grow your assets and meet your investment objectives.
Asset Management
After your initial meeting your assets are reviewed and an investment strategy is developed to suit your specific needs. It is then reviewed and monitored periodically, preferably in face-to-face meetings.
Extensive Research
A daily share market email is available which incorporates an overnight market summary, stocks to watch and recommendations. We find this a very effective client communication tool which enhances client’s market knowledge if desired.
Portfolio Management
Via an online portal clients will have daily access to superior portfolio management ​and performance reporting through our website. It also provides tax reporting with optimised capital gains tax reporting at its core.
Online Access
Clients can access live quotes, watch lists and ASX announcements all via the portal on our website. In addition, clients can view their portfolios and performance and everything required for financial reporting - transactions, realised and unrealised gains reports, income reports and cash statements.

Our People

Melbourne

Little Collins Street

Meet the team
Adam Russell
Investment Adviser
Jarrod Broadbent
Managing Director | Investments
Jo Broadbent
Advisors Assistant
Jon Holroyd
Associate Director - Investments
Luke Pavone
Senior Investment Adviser
Simone Kaissar
Practice Manager

Get in touch

Fill in the enquiry form and we’ll be in touch.
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