Active investing to grow your wealth
BlueRock's investment managers work with you to grow and protect your wealth, ensuring you’re making intelligent financial decisions.
Our active investment approach is grounded in disciplined investing with a long-term view. We seek to grow wealth without exposing clients to unnecessary risk or excessive fees.
Our Service to You
Streamlined Administration
Low Fee Structure
Bank Integration
Transparency & Reporting
How We Invest
-
![Australian Equities]()
Australian Equities
The majority of our Australian equities exposure comes from the ASX200 because we prefer to focus on high-quality, profitable, well-managed companies to form the nucleus of client portfolios. We actively manage our Australian equities exposure to maximise returns and take advantage of market fluctuations. Our model portfolio continues to deliver very strong returns.
-
![Listed Property]()
Listed Property
Client portfolios generally have both unlisted and listed property exposures. We regularly meet with the management of listed property trusts and our knowledge in this area of the market is second to none. We tend to steer clear of larger property trusts as the smaller end of the market often offers higher-dividend yields, low levels of gearing and strong potential for capital growth.
-
![Infrastructure]()
Infrastructure
These types of investments tend to offer capital stability to client portfolios while providing a reasonable level of income return. These monopoly-like businesses have strong cash flows and predictable earnings that are good cornerstone holdings.
-
![International Equities]()
International Equities
We invest in global equities either directly or via a managed investment in the form of listed investment companies (LICs) or exchange traded funds (ETFs). Markets that we often allocate to are the Dow Jones, NASDAQ, S&P 500, Europe, and Asia.
-
![Fixed Income]()
Fixed Income
Our defensive allocation consists of listed bank hybrids, credit funds, private lending, and traditional bond investments. We feel the extra returns bank hybrids have generated over term deposits more than compensate an investor for their additional risk. Through our relationships with investment banks, we’re often able to secure stock in hybrid floats.
-
![Unlisted Alternatives]()
Unlisted Alternatives
To ensure some diversification away from the listed market, client portfolios tend to have an allocation towards unlisted investments. This area of the market can lead to large returns and our industry contacts make it easier for clients to access these investment alternatives.
Meet Our Investment Management Team
What Our Investment Management Clients Say
-
![Testimonials Individual]()
"Making a positive impact on society, while also generating financial returns"
As a business owner in the home healthcare sector, I understand the importance of diversification in my investment portfolio. In today's unpredictable economic climate, relying on a single source of revenue can be risky. I've learned that it's important to spread my investments across a variety of asset classes, such as stocks, fixed income, real estate, and alternative investments, to minimise risk and maximise returns. Also by investing in a variety of sectors and industries, I'm able to support businesses and initiatives that are making a positive impact on society, while also generating financial returns.
Matt Fitton, Co-Founder and COO of Nurse Next Door Australia
-
![Testimonials Business Buildings]()
"My portfolio has grown strongly to a point where I am financially secure"
I have been a long–term client of Jarrod Broadbent and I couldn’t be happier with the service and results he has consistently provided over the past 15 years. Thanks to his expert guidance and strategies, my portfolio has grown strongly to a point where I am financially secure.
The returns on my investments have been consistently good, and I have full confidence in Jarrod’s ability to manage and grow my wealth. What sets Jarrod apart is the level of attention he gives his clients, we stay in close communication on a weekly basis, ensuring I am always up to date on the performance of my investments and the regular portfolio reviews help me understand the strategy behind his advice and the rationale for any adjustment made.
Jarrod and his team go above and beyond to make my life easier. They handle all the administrative aspects of managing my portfolio, leaving me with peace of mind and more time to focus on other important aspects of my life. Additionally, they maintain seamless communication with my other financial advisors, streamlining the process and ensuring everyone is on the same page.
I highly recommend Jarrod to anyone seeking a trusted and dedicated advisor to navigate the complexities of investing.
Karl Stechmann, BlueRock Wealth Client
The Boring But Important Stuff
-
Financial Services Guide
Download our Financial Services GuideIt may be a little dry, but it is important! View our Financial Services Guide for all the nitty gritty details about our investment offering.
