Let’s Build Long-Term Wealth

We work together to grow and protect your wealth, ensuring you’re making intelligent financial decisions. Our tailored approach is supported by research from all major investment banks and leading independent research provider MST. Through disciplined investing with a long-term view, we grow wealth without exposing you to unnecessary risk or excessive fees.

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2022 10 Wealth Investment Management

What we do


Blue Rock Investments Morning Note

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We distribute a daily Morning Note email which incorporates an overnight stock market summary along with information on a variety of Australian shares.
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Meet the team


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BlueRock Investment Committee

Get to know the industry leading investment research team led by Jacqueline Fernley, Chief Investment Officer at Mason Stevens. Our Investment Committee is made up of external and internal investment professionals who support our advisors in delivering appropriate portfolio construction and risk adjusted returns for our clients.
Meet Our Investment Committee

What Our 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

    It may be a little dry, but it is important! View our Financial Services Guide for all the nitty gritty details about our investment offering.

    Download our Financial Services Guide

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