About Us

Our Story

Blueprint Wealth is a well-established, award-winning financial and wealth advisory practice that has been serving clients across Australia since 2001. Understanding what’s important to you is at the core of what we do. We will ask you the questions that matter, to understand what’s important to you. We focus on helping you build wealth, guiding you to achieve your personal, financial and lifestyle goals and to retire in comfort. We provide the best advice, from the best people, protecting and growing your assets, whilst having peace of mind and lifestyle options.

How we can help

Your Financial Blueprint

Our team of experienced advisors will work on building a long-term plan strategically managing your investments, your superannuation and your overall finances to maximise your retirement savings. We work closely with you in the lead up to retirement to ensure you retire on your terms.

Superannuation is often the largest asset people build over their lifetime, but often pay little attention to this nest egg. In a complex and changing environment, we work closely with you over the long term to provide the right strategic, investment and holistic advice to help you manage this asset.

Our team can help navigate your legacy goals, to simplify your estate planning and reducing the complexities. We work closely with trusted external professionals to ensure that your financial plan can continue and honour your wishes.

Our team of specialist wealth advisors adhere to a robust investment philosophy grounded in thorough research, risk management, and a disciplined approach to asset allocation. Our focus is on achieving long-term growth while mitigating risk, ensuring the financial security and prosperity of our clients.

Protecting your wealth and your loved ones is a core part of the financial planning process. We will help to establish personal insurance to protect your planning and prepare for the unexpected.

why choose Us

Advice Built Around You

We believe great advice starts with truly listening. Your goals, values and life come first. We take the time to understand what matters most to you, delivering personalised advice and ongoing support—just ask the clients who trust us to guide their financial journey.

work with us

Partner with a
Dedicated Advisor

Meet our long‑standing team, bringing 140+ years’ combined experience since 2001, delivering thoughtful guidance and genuine relationships. Our trusted advisors are highly qualified, experienced, and genuinely invested in you, building lasting relationships and guiding clients with care, continuity and confidence.

Supporting your path to financial freedom

Blog

Latest News & Insights

6 simple sites to help you build your savings

Create a budget. And stick to it. Tip! Before you can get spending under control, you need to know how your…
Full Article

What questions should I ask my financial advisor before retirement?

Living a Happy Retirement with the Right Super Advice – why it’s important to get advice, what questions you should be…
Full Article

How to grow your wealth – 7 tips to help you improve their personal wealth

Growing your wealth is a combination of smart financial planning, disciplined saving, and strategic investing. While there is no guaranteed path…
Full Article

Salary Packaging: Understanding the Basics and Key Considerations

Salary packaging, also known as salary sacrifice or salary packaging arrangements, is a beneficial remuneration method that allows employees to structure…
Full Article

What is Debt Recycling?

By Brad Martin, Financial Advisor Clients often ask us if they should pay extra off their home loan or put money into an…
Full Article

Financial Planning For Cancer Patients

By David Baruffi, DipFP B.Ec MTax, CERTIFIED FINANCIAL PLANNER™ Director, Blueprint Wealth In my experience, people diagnosed with cancer immediately start…
Full Article

What we stand by

Our Promise

Founded in 2001, Blueprint Wealth was built out of a passion for helping people get control of their finances & achieve lifestyle goals. Our ambition was to grow a stable, sustainable business and team to provide a lifetime of advice to clients and a career path for our team. The focus has always been on building long-term, loyal relationships.