Financial Planning Services Perth

For Better

Blueprint Wealth builds better financial futures, no matter what stage of life you are at. We provide strategic wealth advice, for a better life.

About Blueprint Wealth Financial Planning

Blueprint Wealth is an award-winning specialist financial planning services firm in Perth committed to building and maintaining wealth for its clients. We work in partnership with you to develop a comprehensive financial planning strategy that progressively accumulates and maintains wealth for your financial security.

Our financial advice services encompass all areas of financial planning including investments, portfolio construction, superannuation, retirement planning, estate planning, wealth protection, small business solutions and mortgage broking.

David Baruffi


Greg Major


Bree Stevens


Brad Martin

Financial Advisor

Daniel Viola

Financial Advisor

Jason Laming

Financial Advisor

Dee Chan

Financial Advisor

Casey Shaw

Financial Advisor

Jana Wilson

Senior Paraplanner

Sarah Anderson


Ryan Li


Kate Beaumont

Mortgage Finance Broker

Penny Scott

Mortgage Support Officer

Peta Winkless

Operations Manager

Tessa Gilday

Client Service

Vera Charles

Financial Planner Assistant

Ken Tran

Financial Planner Assistant

Fadzai Nyamuzihwa

Financial Planner Assistant

Nick Shah

Financial Planner Assistant

Jarryd Thraves

Financial Planner Assistant

Quinn Allen

Client Services Officer

Kate Jumeaux

Client Services Officer

Loretta Watson


Pamela Stewart

Marketing Manager

Meet the team +

Christine Webster, Belmont, WA

“Due to previous bad experiences with Financial Planners I was very cautious when my Accountant recommended Blueprint to help me sort out my investment property, superannuation policies and income protection insurance. I was however in dire need of a solid financial plan to see me through to retirement and reluctantly agreed. I am pleased to say that Blueprint have restored my faith in Financial Planners with their friendly but professional and solid pragmatic advice and approach.”

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