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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

Director

Greg Major

Director

Bree Stevens

Director

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

Paraplanner

Ryan Li

Paraplanner

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

Associate Financial Planner

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

Receptionist

Pamela Stewart

Marketing Manager

Meet the team +

Wendy and Bruce Hawley, Rossmoyne, WA

“We have been clients of Blueprint Wealth since 2005 and have known David Baruffi for some considerable time prior to 2005. David has assisted us with the sale of our business, establishing a corporate Superannuation Fund plus setting up and giving ongoing advice of our personal self-managed Superannuation Fund. In addition, Blueprint has provided us with an investment strategy plan that has a continual review process between us and David Baruffi which keeps us abreast of the best financial position possible.

We enjoy the welcoming, relaxed and professional approach of Blueprint staff and have no hesitation in recommending their services.”

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