Private Wealth

Hello major life goals! So nice to meet you...
It’s absolutely vital to have a Plan B in life, but Plan A is where the magic happens.
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.
Goals-based Financial Planning
For some it’s a house by the beach; others a few chooks running around the yard. Everybody’s dreams are different, which is why we dig deeper than your average financial advisors to really understand your financial goals. Then we measure your progress in real time and help you stay on track.
Life Insurance and Income Protection
Sometimes life puts a little spin on the ball. We get the bat ready at the stumps with a plan to protect your family if the unexpected happens. Without the worry you can just focus on playing.
Investment Advice
Our expert financial advisors work closely with your accounting team to create the best investment strategy for your goals and risk appetite.
Superannuation
We collaborate with our specialised accounting and legal teams to give you the best advice on trust structures and deeds, acquisition of property and all the other ins and outs of superannuation.
Estate Planning
We make it quick and easy to plan for the management of your assets in the event of your death. If there’s a Will there’s a way! Curate a legacy that works best for you and your family and then live life to the fullest.
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
Directors
Adam Morse
Managing Director
Leigh Fernando
Director
Rockers
Shannon Williams
Associate
Clint Hindle
Senior Life Insurance Adviser
Daniel Zaffino
Financial Adviser
Diana Roldan
Administrator
Kaitlin Beattie
Client Service Co-ordinator - Life Insurance
Kate Festini
Practice Manager
Lauren Isles
Associate Adviser
Neil Jackson
Senior Life Insurance Adviser
Nella Adamo
Associate Advisor (Life Insurance)
Nicholas Siemensma
Senior Associate Adviser
Richie Goodey
Wealth Associate
Ryan Williams
Senior Associate
Samantha Durdin
Financial Adviser

Testimonials

"
"
The team at BlueRock made my estate planning straightforward and simple to understand. Ryan was a great help, always being there to answer my questions and taking the time to have several meetings to make sure we got it right. You could tell they really cared about setting us up correctly and now I can sleep easy at night knowing it’s all sorted.
Ben Beattie
,
from
Director
True Blue Plumbing
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"
Working with the BlueRock Private Wealth team over the past few years has been both enjoyable and a great experience. It has assisted me and my business partner to have our personal finance, estate planning and business planning managed professionally and easily. Their breadth of experience and practical knowledge has enabled us to take control of our future, and ensure we are ready for what the future may throw at us.
Mike King
,
from
Managing Director
888 Property Group
"
"
Given the current situation, I was keen to ensure that my will and estate were in order. I reached out to Ryan at BlueRock and found the whole process seamless and thorough. The response time was excellent and the team was able to manage a fairly detailed portfolio and identify a number of areas where I could reduce estate costs and give me security about the outcome. In addition, it led to a thorough and very useful review of all my insurances!
Angela Perry
,
from
Employee Ownership
Resources
Form
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AIA Health
Guide
Video
Global Investment Markets and Covid-19 - Where to now?
Guide
Document
BlueRock Managed Portfolios Disclosure Document (June 2020)
Promotional
Document
BlueRock Investment Solution (April 2020)
Form
Web
Client Feedback (2018)
Guide
Document
Accounting Competency Framework
Form
Web
Client Feedback (2019)
Contact
Sometimes we sit on toadstools to make phone calls and have meetings around David Attenborough-inspired artefacts.
That’s life at BlueRock – we like to do things differently.
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