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 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 (Private Wealth)
Leigh Fernando
Director
Rockers
Shannon Williams
Wealth Associate
Ben McMahon
Associate Advisor
Daniel Zaffino
Financial Adviser
Dario Bertini
Wealth Associate
Diana Roldan
Administrator
Jenny Liszyk
Office Administrator
Kaitlin Beattie
Wealth Associate (Insurance)
Kate Festini
Practice Manager
Lauren Isles
Associate Adviser
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
Some of Our Clients
Testimonials
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As a first home buyer, the process was extremely up in the air, but Kim made this much easier. I felt at all times during the process she had an answer for me where needed. I also felt she was extremely good at prompting my brokers and the real estate into responding. I really appreciated Kim’s attitude towards assisting me in this process and was really happy with the outcome.
Samantha Kendrigan
,
from
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One thing I have appreciated about BlueRock is the wide range of services they do provide. Whether it's Digital or Accounting, supporting us as a hospitality business and how we structure our finances or looking at the digital platform we have to enable the businesses I've worked with to function well. They're a great team to work with and I highly recommend them.
Brenton Howie
,
CEO
from
Schnitz
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The BlueRock General Insurance team have taken the time to gain a strong understanding of our business to ensure the solutions they provide are the right fit. they are always available to respond quickly to our requirements as our business grows and changes and are a valued partner to Cube Networks.
Scott Mannix
,
from
Cube Networks
Resources
Portal
AIA My Own Health Insurance Portal
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AIA My Own Health Insurance Presentation
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AIA My Own Health Insurance Flyer
Guide
Superannuation Changes (2017)
Form
Client Feedback (2019)
Form
Client Feedback (2018)
Promotional
Private Wealth Financial Services Guide (June 2019)
Promotional
BlueRock Private Wealth Business Profile
Guide
Global Investment Service Guide (December 2019)
Guide
BlueRock Investment Mandate (February 2020)
Portal
A holistic financial view.
My Prosperity Portal
Portal
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Private Wealth Portal
Contact
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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.