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Be BlueRock Foundation

Inspiring Philanthropy to Build Strong Communities

The Be BlueRock Foundation exists to further BlueRock’s impact, give back to our community and bring a greater sense of purpose to wealth for our clients.

Through our philanthropic advisory service , the Be BlueRock Foundation provides individuals, families and businesses interested in philanthropy with a simple, cost-effective and tax-effective way to establish their own charitable fund, with the support of a broader foundation.

What We Do


Community Impact

    Learn more about our charity partners and how we provide pro bono and volunteering opportunities for BlueRock staff and clients.

    Philanthropy Advisory

      Our philanthropy team can guide you and your family or business to set up a Named Giving Fund, where you'll establish a sub-fund that grows over time to distribute to your chosen charities.

      What We're About


      BlueRock's business philosophy is simple: Do things you love with people you care about and good things happen. When we launched our foundation, we extended the same philosophy to have a broader impact beyond business. Our foundation supports families, individuals and organisations working on solutions that create positive change. We partner with charities with an entrepreneurial approach to solving problems. Our mission is aided by expanding on the wealth advisory services we currently offer our clients, to create an accessible and holistic approach to philanthropy.
      Our Mission BBRFLP

      Our Mission

        To bring a greater sense of purpose to wealth generation for our staff, clients and community.
        Our Vision BBRFLP

        Our Vision

          Inspiring philanthropy to build strong communities.
          Our Values BBRFLP

          Our Values

            Passionate and Relentless. Aim to Inspire. Make Giving Accessible. Help the Helpers.

            Meet the Be BlueRock Foundation Trustee Board


            The Be BlueRock Foundation is governed by a Trustee Board with diverse backgrounds and professional expertise across philanthropy, business advisory, investment, accounting, marketing and law. 
            Lyle Meaney
            Advisory Board Member
            Ishara Fernando
            Philanthropy and Impact Manager | BlueRock Global

            Our Expertise: Investment Committee and Foundation Taskforce


            On the impact side, the foundation is supported by a driven group of BlueRock employees that make up the Be BlueRock Foundation Taskforce. When it comes to the money, donations and sub-funds are invested in an ESG Portfolio, which is guided by the BlueRock Investment Committee.

            What is the Be BlueRock Foundation?


            The Be BlueRock Foundation is a Public Ancillary Fund, a type of charity in which an individual, family, organisation or company can establish a fund to invest money for long-term charitable purposes. It allows people to enjoy the benefits of a public foundation without the responsibilities of being a trustee. BlueRock is responsible for the administrative, investment, legal, taxation, audit, reporting and compliance requirements of being a trustee which leaves you, our client, free to think about the charities and causes you’d like to support.

            Our Impact


            Learn more about our work inspiring Philanthropy to build stronger communities through our stories and statistics here.
            Impact Report 2024-2025
            1 min read

            BlueRock acknowledges the Traditional Owners of the lands and waters on which we work, live and gather - including the Wurundjeri Woi Wurrung people of the Kulin Nation in Melbourne, and First Nations communities across Australia and beyond. We pay our respects to their Elders past, present and emerging, and honour the rich cultures and ongoing connection to Country.


            Liability limited by a scheme approved under Professional Standards Legislation. © BlueRock 2024.

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