Private Wealth

Hello major life goals! So nice to meet you...
This is the course you follow when you dream big and achieve your goals.
When you buy that house or business or boat. And when you kick back and relax knowing your future – and that of your family – is secure.
A smart wealth strategy can set you up for this and more.
Financial Planning
Create a Financial Plan That Fits Your Life Goals. With the right financial strategies, a clear roadmap for the future, and a plan b in case of the unexpected, you can reach your life goals and stay on track as you work to achieve them.
Investment Advice
Feel Confident in Your Investment Strategies. We know how hard you’ve worked to build your wealth, so we work just as hard to ensure you have the right investment strategy, aligned closely to your investment preferences and goals.
Superannuation
Maximise Your Superannuation for Strategic Wealth Creation. Whether you’re planning for retirement or thinking about buying a property, a holistic superannuation strategy can help you achieve your goals.
Estate Planning
Protect Your Family’s Future with Estate Planning. Estate planning is more than making a will, and it’s not just for the wealthy. Everyone can benefit from having the right estate plan in place to protect your family, business and assets.
Life & Disability Insurance
Help Protect Your Loved Ones from the Unexpected with Life Insurance and Income Protection. No one likes to think about worst-case scenarios – but they are a part of life. Considering Life Insurance products as part of your wealth protection strategy can help protect you, your family and your business.
Our expert advisory team offers market-leading financial advice for people of all ages and stages of life
Whether entrepreneurs and investors, working parents, or retirees - we learn about your unique goals. Then we go for gold – with professional support every step of the way.
Meet the Team
Our experienced entrepreneurial community makes a point of really getting to know you.
Directors
Adam Morse
Managing Director
Leigh Fernando
Director (Strategic Advice)
Gareth de Maid
Director (Investment)
Rockers
Shannon Williams
Private Client Manager (Strategic Advice)
Daniel Zaffino
Private Client Adviser (Strategic Advice)
Diana Roldan
Administrator
Kaitlin Beattie
Philanthropy Manager
Kate Festini
Practice Manager
Kristina Low
Head of Advice
Lauren Isles
Private Client Adviser (Strategic Advice)
Neil Jackson
Private Client Adviser (Life Insurance)
Nicholas Siemensma
Private Client Manager (Investment)
Ryan Williams
Private Client Manager (Family Advisory & Succession)
Samantha Durdin
Private Client Adviser (Strategic Advice)

Testimonials

We love what we do, and apparently so do our clients.
Bedri’s personal insurance advice was excellent, we were completely confident that we were fully covered without having to pay for what we didn’t need. Also having had to make a claim, Bedri’s care and attention was amazing. He made the process pain free. I have recommended him to friends and family.
Kirsten
,
from
I've been a client of BlueRock since its inception and have found their advice to be of an exceptionally high standard. I feel like they really know the pharmacy industry, so they can provide properly tailored solutions and recommendations for my personal financial situation. I also appreciate the integrated one-stop-shop nature of BlueRock, and use not only their accounting, but also their legal, superannuation and Private Wealth divisions.
Ian Shanks
,
from
The Bluerock team have proven to be extremely personable, responsive and supportive right from our earliest engagement with the firm in 2017. Through BRPW and the Estate Planning process, we really appreciated Ryan’s legal expertise and balanced approach to providing holistic advice whilst cutting through the jargon. The best thing about Bluerock is their awesome people and subsequently the genuine approach they show to your unique world.
Tom Bennison
,
Director, Sensum
from
Resources
Sharing resources and information is another important way we connect with our community.
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Video
Private Wealth Investment Update Seminar
Join BlueRock Investment Committee (BRIC) members, Craig Ferguson and Gareth de Maid for the first BlueRock Private Wealth Investment Update Seminar of the year!
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Web
AIA Health
Guide
Video
Global Investment Markets and Covid-19 - Where to now?
Guide
Document
BlueRock Managed Portfolios Disclosure Document (June 2020)
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BlueRock Investment Solution (April 2020)
Guide
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Accounting Competency Framework
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Self Managed Super Funds Made Easy - BlueRock’s SMSF Package

Get in touch

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