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.
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 Insurance & Income Protection
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. A wealth protection insurance plan will protect you, your family and your business in times of illness, injury or death.
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 (Strategic Advice)
Gareth de Maid
Director (Investment)
Rockers
Shannon Williams
Private Client Manager (Strategic Advice)
Bedri Sainovski
Strategic Partnerships Manager
Brigitta Nadya
Client Service Manager
Carolina Sainovski
Private Client Adviser (Life Insurance)
Daniel Zaffino
Private Client Adviser (Strategic Advice)
Diana Roldan
Administrator
James Savellon
Administrator (Strategic Advice)
Kaitlin Beattie
Operations Coordinator
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)
Richie Goodey
Private Client Manager (Strategic Advice)
Ryan Williams
Private Client Manager (Family Advisory & Succession)
Samantha Durdin
Private Client Adviser (Strategic Advice)

Testimonials

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We have been with BlueRock since it started, and they have always provided us with accounting services and assisted us to manage other things outside of our business. After almost 50 years in business, our affairs have become quite complex. We recently worked through our financial affairs and the re-writing of our wills, guided by Adam Morse and Ryan Williams. Getting a will right and managing the financial requirements to make it work properly is no simple task. The fact that all the information was already within BlueRock made discussing it with Adam and Ryan easier. The outcome is a very thorough, simple will and estate plan, which is, without doubt, the best result we have ever had.
Bill Scott
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from
AM
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Our businesses Blakes Feast & now BLAKEAWAY have been with BlueRock for the past 4 years across the accounting, bookkeeping, superannuation, digital and private wealth areas. BlueRock has entirely changed our business, giving us access to implementation & advice that SME’s would usually only dream of. They are well aligned, knowledgeable, committed and energetic and we trust them immensely with our personal matters & the businesses. We are an events business and we couldn’t have survived the past year without the tools that BlueRock have provided making sure we were in the strongest position possible when COVID hit last year. Thank you BlueRock!
Kasey Thompson
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from
Co-Owner
Blake's Feast
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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
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from
Resources
Tool
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!
Form
Web
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)
Guide
Document
Accounting Competency Framework
Promotional
Document
Self Managed Super Funds Made Easy - BlueRock’s SMSF Package
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.

Send us a message!

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

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.