Blueprint Wealth forms teams to assess the individual approach for each of our clients.
The Strategy Team is made up of senior Financial Planners, Investment Advisors and Paraplanners who meet to work through the best approach for the client.
This collaboration allows multiple inputs into the plan and provides invaluable perspective, thinking and depth of experience into each solution that is developed for a client of Blueprint Wealth.
Specialist expertise means you get the benefit of a practice that is up to date with latest industry trends and approaches and a team who is committed to ongoing education and development.
We believe that high quality education is an important part of raising financial planning standards and building consumer confidence in our profession.
- Blueprint Wealth is a Financial Planning Association (FPA) Professional Practice, the largest professional body representing financial planners in Australia.
- A number of our financial planners have achieved the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, the highest financial planning qualification worldwide.
- Specialist Self-Managed Superfund (SMSF) services are available at Blueprint Wealth through our SMSF Specialist Advisors™, David Baruffi and Greg Major.
- Our Mortgage Broking Team is accredited with the Mortgage and Finance Association of Australia (MFAA) and Finance Brokers Association of Australia (FBAA), providing specialist expertise in the area of mortgage finance.