In July 2022, we announced our acquisition of Melbourne-based financial services firm Broadbent Financial. We knew it would be a major win for our entrepreneurial clients and a boost to our existing wealth building capabilities for SMEs, their owners and high-net worth individuals and families. What we didn’t know is how well this experienced team of finance experts would settle into life at BlueRock! Get to know the team and how you can level up your investments strategy in this article by BlueRock Investments Managing Director Jarrod Broadbent .
More Than Portfolio Management
The BlueRock Investments team works with clients to build effective investment portfolios and create strategies that not only protect, but significantly grow their assets. We expertly advise and actively manage the financial affairs of clients, focusing on listed Australian and International investments, listed and unlisted property, infrastructure and unlisted business opportunities. We also provide comprehensive administration services, including full-year financial reporting generated for you and your accountant.
Benefit From A Proven Investment Philosophy
Firstly, we do not support any specific product, firm or investment strategy. Our client interests prevail above all else because we’re not conflicted by a larger organisation’s vested interests. We work tirelessly to maximise returns while taking as little risk as possible and this approach has seen our model share portfolio consistently outperform markets. (Past returns are not indicative of future returns…imagine this said on radio or TV in a very fast monotone voice!).
A key element of our investment philosophy is our focus on income-generating stocks, particularly blue chip Australian shares. This, combined with listed property trusts, infrastructure assets, international funds and debt instruments, means our portfolios generally have less volatility than the share market as a whole.
Our objective is to grow the value of assets over time through regular portfolio reviews, asset protection and allocation, investment selection, and meticulous performance and tax reporting services. And with BlueRock’s expertise in tax advisory and accounting services, the value proposition just got more impressive as our multidisciplinary capabilities have increased to offer a holistic view of people’s private and business worlds.
Get Value From Your Financial Advisors
Here’s what we offer our clients.
- A high level of personalised attention with direct access to our advisors’ expertise
- A simple, cost-effective fee structure due to investing directly into the market
- Online market and portfolio access, including live quotes and full transparency
- Extensive research in the form of exclusive daily market updates from our advisors
- Wide access to market floats and IPOs
- Investments held on separate HINs with ownership in yours or your entity’s name
- Expertise investing through SMSF, trusts or personal accounts.
Understand Our Process When Providing Financial Advice
We work with clients to develop an understanding of their objectives before providing tailored financial advice. An initial meeting with a BlueRock Investments advisor involves capturing vital information about you to assess your risk tolerance, investment objectives, ownership structures, income requirements and asset protection needs.
We’ll map out a comprehensive investment plan that includes a proposed asset allocation, breakdown of investments and expected income to be generated.
Know the People Managing Your Money
Each expert in our team brings with them 10 to 20+ years of experience working in financial markets. We’ve all had diverse careers before landing at BlueRock, working at financial advisory firms and investment banks such as UBS, Merill Lynch, Shaw and Partners and Standard Chartered.
During our time as Broadbent Financial, we offered a people-first approach to managing wealth and protecting assets, and this has been carried through at BlueRock, where the phrase, ‘do things you love with people you care about and good things happen’ isn’t just a tagline.
Our team includes:
- Jon Holroyd, Associate Director
- Luke Pavone, Senior Investment Advisor
- Adam Russell, Investment Advisor
- Simone Kaissar, Practice Manager
- Jo Broadbent, Advisors Assistant
Ready to Forge Your Future?
Dream big, achieve your goals and follow your passion. This is the path you take to financial freedom and a secure future for your family. Get in touch with the BlueRock Investments team today to discuss your wealth creation strategy and more.
