Service offerings to suit your needs
We offer three levels of service to suit the differing needs of our clients for ongoing service.
- The introductory Silver service ensures that our clients’ most essential advice needs are met through ongoing annual consultations with our senior advisors;
- Our Gold package provides a bi-annual consultation with our senior advisors;
- A full-service Platinum package delivers the most extensive advice platform, quarterly meetings and a host of included services.
Each client receives updates throughout the year on industry related news, compliance regulations or other information that may be appropriate or relevant.
We do our utmost to ensure our clients are kept up-to-date and are informed about the industry as it relates to their goals and financial plan.
Transparency of fees
Our fees for service are reviewed and clearly explained in your initial (complimentary) consultation as well as through the annual fee disclosure statement. We believe this provides a level of trust and certainty for our clients and allows you to choose the amount and type of advice you require.
Review our Financial Services and Credit Guide for complete details on our fees and how we, your adviser and AMP Financial Planning, are paid in connection with those services.
We believe that an interactive and open communication process is essential to delivering quality, tailored advice.
Client service excellence
In addition to a Financial Planner, each client is appointed an Associate Advisor who coordinates all aspects of the implementation of their plan; they work alongside our clients to ensure our service delivery is effective and meets expectations.
Learn more about our team, their areas of expertise and professional background.
We believe in helping others
The partnership with Cancer Council WA is important and quite meaningful to the team at Blueprint Wealth. We have been providing pro-bono financial advice for the last several years to individuals who are going through cancer treatment and have seen first-hand the challenges that people face during this time.
Our team is committed to continuing to provide this advice and support.
Blueprint Wealth volunteers and actively fundraises for Cancer Council WA throughout the year.
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