Not sure where to begin?
View all services
Accounting
Making sure the numbers add up.
Asset Finance
Bookkeeping
All the essentials taken off your hands.
Digital
Thrive with digital everything.
Entertainment, Media & Technology
Finance
Funding dreams.
General Insurance
Make sure your business is covered.
Grants & Incentives
Don't miss out of on what you're eligible for.
Law
Painless compliance.
Places
Creating spaces for happy humans.
Private Wealth
Plan for the future.
Self Managed Super Funds
Gain control over your retirement.
Prefer a conversation in person?
Get in touch
Events
Resources
Make a Payment
Not sure where to begin?
Get in touch
Private Wealth
All Private Wealth Services

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. 
Learn more
Get in touch

What Types of Investment Strategies Do We Offer?

We offer 4 core investment strategies that are designed to cater for varying personal scenarios and investment philosophies:

1
Dynamic Index
Our low-cost, dynamic asset allocation, ETF-based portfolio
2
Wholesale Active
Our flagship, actively traded portfolio
3
Global Opportunities
A high-conviction, ‘best ideas’ portfolio
4
BR Impact
An ESG (environmental, social and governance) focused ‘Impact Portfolio’
Of course, we also offer a bespoke portfolio approach for all or part of your investment strategy, should that make sense or be your preference. We actively participate in wholesale/sophisticated investment opportunities where appropriate.

The 4 portfolio options above are governed by the BlueRock Investment Committee. They are not structured as BlueRock products, and we don’t invest in in-house investments, or directly hold or transfer any client assets. Our model is based on advisor-managed accounts, which can be turned off by you at any time, without needing to sell your investments.

We leverage technology that allows us to trade 7 different investment markets globally along with a full suite of other investment offerings.
Chat to a BlueRock Advisor

Our Approach to Investment Management

Your investment timeframe, capacity to deal with short-term setbacks and investment experience are all important aspects when determining the right strategy for you.

Our comprehensive approach to investment management includes:

Assessing the global macro and investment cycle
Selecting the right type of assets to include in your portfolio
Analysing risks and opportunities
Determining the investment type
Conducting investment due diligence through our BlueRock Investment Committee
Constructing your portfolio based on our consultation and research
Regularly reviewing your portfolio via the BlueRock Investment Committee and our structured client wealth management programs

Keen to truly align your investment strategy?

Our experienced financial advisors would love to talk through your investment goals and strategies.
Email
03 8682 1111
Visit our office.

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

Get Directions
L16, 414 La Trobe, Melbourne 3000

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!