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Blueprint Wealth
23 Richardson Street, South Perth, Western Australia, Australia
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About Blueprint Wealth
Welcome to Blueprint Wealth, your go-to institution for building a better financial future in Australia. Located at 23 Richardson Street in South Perth, our establishment is a point of interest for those seeking strategic wealth advice.
With over 20 years of experience, Blueprint Wealth has been helping individuals achieve their financial and lifestyle goals. Whether you're just starting out or nearing retirement, we are dedicated to guiding you towards a 'for better' future. Our team of experts looks forward to meeting you and understanding your unique circumstances.
In Australia, there is no set retirement age, which means the decision to exit the workforce is influenced by various factors such as health, financial commitments, and lifestyle aspirations. To determine if you need a Retirement Plan, take our 30 Second Retirement Planning Preparation Quiz.
As an award-winning specialist financial planning services firm in Perth, Blueprint Wealth is committed to building and maintaining wealth for our clients. We work in close partnership with you to develop a comprehensive financial planning strategy that progressively accumulates and safeguards your wealth for financial security.
Our range of financial advice services covers all areas, including retirement planning, self-managed super funds, superannuation, corporate superannuation, estate planning, investments, insurance, cash flow and budgeting, and mortgage broking. Whatever your financial needs may be, we have the expertise to assist you.
Don't just take our word for it - hear from our long-term clients, Rod and Ann Hanson, as they share their experience working with Dee Chan of Blueprint Wealth. Their testimonial is a testament to our commitment to delivering exceptional service and results.
Looking to grow your wealth? We have compiled 7 tips to help you improve your personal wealth. Additionally, we provide insights on understanding the basics and key considerations of salary packaging.
Since 2001, Blueprint Wealth has been an award-winning financial advisory practice serving clients across Western Australia. We are dedicated to helping our clients build a plan for financial freedom and success.
Please note that Blueprint Planning Pty Ltd, trading as Blueprint Wealth, is an authorised representative and credit representative of AMP Financial Planning Pty Limited. We are licensed by the Australian Financial Services Licensee and Australian Credit Licensee No. 232706. Our website contains general information and does not take into account the objectives, financial situation, or needs of any particular person. We advise you to consider your own financial situation and needs before making any decisions based on the information provided.
At Blueprint Wealth, we believe in empowering you to take control of your financial future. Contact us today to schedule a consultation and let us help you build a blueprint for success.
Photos of Blueprint Wealth
1/23 Richardson St, South Perth WA 6151, Australia
Opening hours of Blueprint Wealth
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Blueprint Wealth
"Jason and the team have looked after me with friendly, personalised and professional service for years. Jason takes care in how to best look after your interests."
"My wife and I met with Brad and were completely happy with our particular outcome. Brad was able to advise us of everything we needed to do to ensure our retirement was going to plan, he answered all my questions and was extremely professional and polite and very easy to talk to. Very happy with the outcome Highly recommend"
"Dee is a breath of fresh air and I'm so grateful to have found a female financial planner that shares similar values that I can confidently recommend to my clients. She is warm, friendly and easy to build a relationship with. It's evident she genuinely cares for her clients and has a real passion for her work. No review would be complete without mentioning the lovely Loretta who welcomes everyone coming through the doors of Blueprint Wealth with a smile and amazing coffee!"
"I would highly recommend Dee Chan and the team from Blueprint Wealth to anyone Dee has worked with us to understand our needs with open and honest friendly communication we have formed a strong relationship with Dee she is passionate about building our financial future and goals together with efficiently and effectively implementing our strategies Her vast financial knowledge and passion for the industry and achieving our goals is outstanding Chris and Wayne"
"My Husband and I have been with Blueprint wealth since 2007 and have Dee Chan as our advisor , she has gotten to knows us so well and understands financial needs we would highly recommend this company everyone is always friendly and happy to assist . Thanks for all your assistants and help over the years Dee . Anna-Maree & Mick"
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JAMES MCLEOD
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