Adam Morse, CFP®

Name Adam Morse CFP®
Company Blue Rock Private Wealth
Address Level 9/505 Little Collins Street
Melbourne, VIC 3000
Phone 0481169336

Our belief is that strategic financial advice should be solely focused on providing our clients with peace of mind that they are continually making the right financial decisions in order to achieve their unique goals.Goals should be clearly defined, measurable, and prioritised, and whilst it is integral to establish a strategic financial plan that provides a financial pathway focused on seeing those goals come to fruition, it is even more important to have in place a structured wealth program that provides regularly adjusted short term actions and targets so that you know exactly how you are tracking.BlueRock Private Wealth lives and breathes this philosophy with our clients and the other professional advisers whom we partner with, and it works. I entered the financial planning industry in 2005 during the final year of an Accounting and Economics/Finance business degree, based on a genuine desire to help people across all elements of their financial position. I have a thirst for problem solving and enjoy providing value adding strategic advice to clients who need, and value it. I have a particular interest in working with entrepreneurial business owners given their mind set, and often complex circumstances. Having worked collaboratively with the BlueRock Accounting and BlueRock Law teams since 2009 during my 8 year tenure with a boutique Melbourne based advisory firm, I was thrilled to have the opportunity to setup BlueRock Private Wealth and to be working alongside such a dynamic group of people for the mutual benefit of our clients.

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