Our philosophy

happy couple running on the beachBlueprint Wealth is a leading Western Australian financial and wealth advisory practice. We have been helping Australian’s realise their financial potential since 2001. Our goal is to enable our clients to retire in comfort with the financial resources to achieve their lifestyle goals.

Building wealth through knowledge is at the forefront of everything we do for our clients. Our holistic approach to financial planning involves working with you to identify your financial and lifestyle needs throughout each stage of your life. We strive to build a strong and enduring relationship with every client and this means setting high standards of customer service.

Our professionally accredited financial planning team continuously strive to reach the highest levels of academic expertise in financial advice and as a result, our staff are some of the most qualified advisors in Australia. We believe in the value of ongoing personal and professional development as the key to delivering consistently excellent results for our clients.

Blueprint Wealth is licenced by AMP Financial Planning. This backing gives depth to our compliance regime; our clients know they are being delivered advice which meets and exceeds industry standards. AMP is also critically important in supporting our team with their technical knowledge around areas of superannuation, investment, retirement, mortgage finance, insurance and estate planning law and regulation.

Each year, AMP recognises those businesses in their dealer group that perform the best amongst all AMP licenced practices. Blueprint Wealth has been awarded “Gold” status – the highest level – by AMP for ten of the last eleven years. In 2016, we finished the year ranked #1 in Western Australia.

20150828 for better imageBlueprint Wealth for better

Better is the purpose of ever plan
It’s the spark behind every idea,
and the subject of every daydream.
Better is what we want for ourselves,
for our family and for our future.
Better is unique to each and every one of us.
But no matter what your better is,
Blueprint Wealth can help you achieve it.
We build better financial futures.
No matter what stage of life you are at.
In fact, building wealth through knowledge
Is at the heart of everything we do.
We combine experience with fresh thinking,
Personalised plans with a global perspective.
We keep our eye on the future
While learning from the past.
We are Blueprint Wealth.
We provide strategic wealth advice,
For a better life. 
To review your personal financial plan, contact us to book an initial appointment.