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
Rockers
Shannon Williams
Associate
Bedri Sainovski
Strategic Partnerships Manager
Brigitta Nadya
Wealth Associate
Carolina Sainovski
Life Insurance Adviser
Clint Hindle
Senior Life Insurance Adviser
Daniel Zaffino
Financial Adviser
Diana Roldan
Administrator
James Savellon
Administrator - Life Insurance
Kaitlin Beattie
Client Service Co-ordinator - Life Insurance
Kate Festini
Practice Manager
Lauren Isles
Associate Adviser
Neil Jackson
Senior Life Insurance Adviser
Nicholas Siemensma
Senior Associate Adviser
Richie Goodey
Wealth Associate
Ryan Williams
Senior Associate
Samantha Durdin
Financial Adviser

Testimonials

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Bedri is a consummate professional! Myself and my extended family have recently reviewed our personal protection and group policies, and it was quite complicated - with Bedri he made it so simple, and we all now feel we understand our protection. His structuring advice and knowledge of our situation allowed us to also save money on our premiums whilst increasing protection- he is a brilliant professional and I would highly recommend him.
Ilda
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Bedri’s personal insurance advice was excellent, we were completely confident that we were fully covered without having to pay for what we didn’t need. Also having had to make a claim, Bedri’s care and attention was amazing. He made the process pain free. I have recommended him to friends and family.
Kirsten
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from
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Writing a will was something myself and my partner had been making attempts at for several years. After many faulted starts we would hit inevitable brick walls surrounding the details for our children and complexities of trusts etc. With my business finances being dealt with so professionally through BlueRock, I queried if estate management fell under their umbrella. Fortunately, it does! From the beginning, Ryan was very personable and simplified the process to a point where we could focus on the correct decisions for ourselves and our families. Looking back, we were correct in that the process was daunting without help and Ryan brought up many other points we were totally ignorant of which could have had a huge impact on our estate management and wishes. We would highly recommend Ryan and the BlueRock team to anyone.
Dale Barnes and Lisa Jenkins
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from
Resources
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.
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