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
Clint Hindle
Senior Life Insurance Adviser
Daniel Zaffino
Financial Adviser
Diana Roldan
Administrator
Kaitlin Beattie
Client Service Co-ordinator - Life Insurance
Kate Festini
Practice Manager
Lauren Isles
Associate Adviser
Neil Jackson
Senior Life Insurance Adviser
Nella Adamo
Associate Advisor (Life Insurance)
Nicholas Siemensma
Senior Associate Adviser
Richie Goodey
Wealth Associate
Ryan Williams
Senior Associate
Samantha Durdin
Financial Adviser

Testimonials

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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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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
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The Bluerock team have proven to be extremely personable, responsive and supportive right from our earliest engagement with the firm in 2017. Through BRPW and the Estate Planning process, we really appreciated Ryan’s legal expertise and balanced approach to providing holistic advice whilst cutting through the jargon. The best thing about Bluerock is their awesome people and subsequently the genuine approach they show to your unique world.
Tom Bennison
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from
Director, Sensum
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.
Visit our office.

Let us know that you want to drop by and we'll line up a visit.

Send us a message!

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!