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.
Meet the Team
Our experienced entrepreneurial community makes a point of really getting to know you.
Directors
Adam Morse
Managing Director (Private Wealth)
Leigh Fernando
Director
Rockers
Shannon Williams
Wealth Associate
Ben McMahon
Associate Advisor
Daniel Zaffino
Financial Adviser
Dario Bertini
Wealth Associate
Jenny Liszyk
Office Administrator
Kaitlin Beattie
Wealth Associate (Insurance)
Kate Festini
Practice Manager
Lauren Isles
Associate Adviser
Maria Vong
Life Insurance Administrator
Neil Jackson
Financial Adviser (Life Insurance)
Nella Adamo
Associate Advisor (Life Insurance)
Nicholas Siemensma
Associate Adviser
Richie Goodey
Wealth Associate
Ryan Williams
Associate
Samantha Durdin
Financial Adviser
Diana Roldan
Administrator
Clients
We work with some pretty inspiring businesses.
We're proud of the community of entrepreneurs and business owners that we work alongside, and the businesses we're helping to build.
Testimonials
We love what we do, and apparently so do our clients.
"
"
Our recent experience with BlueRock (in particular with Lauren) was such a positive one. Lauren is fabulous, she is lovely, attentive, professional and was very thorough with our work. We are very happy with the service that both Mark Fancellu & Lauren Calvisi have both provided us. Thank you.
Noel & Jan Murphy
,
from
Crack Isolation Pty Ltd
"
"
If you're after the most progressive, vibrant and knowledgeable Accountancy firm, well you have just found it! If you join their ever growing team, I believe you wont regret the move.
Murray Godfrey
,
from
Melway
"
"
Jamie and Harry from BlueRock provided a professional and very personalised level of service from the initial meeting right through to finance settlement. They’ve proven their capacity to identify and recommend the best (by far) market rates and quickly navigate through the banks' red tape. I would happily recommend Jamie and Harry for future business.
Tom Bennison
,
from
Resources
Sharing resources and information is another important way we connect with our community.
Contact
Drop into our Melbourne office for a chat 🚀or fill in the enquiry form and we’ll be in touch.
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.
Did you know?
BlueRock is a certified B Corp business.
Does that mean we didn’t make the ‘A-Team’? Far from it; landing a ‘B’ in this case is an affirmation of our commitment to being “a force for good” in the corporate arena.