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)
Daniel Zaffino
Director
Gareth de Maid
Director (Investment)
Jarrod Broadbent
Managing Director | Investments
Jon Holroyd
Associate Director - Investments
Ryan Williams
Associate Director
Samantha Durdin
Associate Director
Rockers
Shannon Williams
Private Client Manager (Strategic Advice)
Nelangi Hewagama
Private Client Manager
Angus Roberts
Intern
Charvele Brown
Private Client Manager (Family Advisory & Succession)
Diana Roldan
Administrator
Helen McMillan
Private Client Manager
Iain Williamson
Private Client Associate (Life Insurance)
Jess Leesan
Operations Assistant
Jo Broadbent
Advisors Assistant
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
Associate Adviser
Seamus Flagg
Investment Analyst
Simone Kaissar
Practice Manager

Testimonials

We love what we do, and apparently so do our clients.
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
,
AM
from
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
,
Director
from
True Blue Plumbing
My experience working with BlueRock has been exceptional. I sought to find the best in the business and feel that BlueRock surpassed my expectations; in particular Daniel Zaffino. His work ethic, knowledge, willingness to help and educate is second to none. Without Daniel and the team I wouldn’t have been able to achieve my ambitious financial goals as quickly as I did, buying my first investment property at 23 and buying my dad his dream car (74’ Ford Falcon Coupe). Reaching these goals has been a massive milestone for me and I can thank BlueRock for helping with reaching that. I would certainly recommend engaging the team at BlueRock.
Tayla Harris
,
from
Resources
Sharing resources and information is another important way we connect with our community.
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

Get in touch

Fill in the enquiry form and we’ll be in touch.
Did you know?
The origin of the BlueRock name is a mash-up of the founders two favourite things.
Through a mutual love of the Carlton football team and Dwayne 'The Rock' Johnson, a firm was born!