Referral partners

We are fortunate to be aligned with a number of professional organisations

Blueprint Wealth is an authorised representative of AMP Financial Planning Pty Limited. This association means we benefit from access to the considerable resources available through a large organisation. These benefits include research, technical support, financial planning tools and ongoing training.

We are also fortunate to be aligned with a number of reputable and professional organisations with whom we will work together to incorporate all of your financial needs. If you already have an existing relationship with one of these service providers we will be more than happy to create the team that works best for you.

Accounting, Tax and Business Advisory Services

Pembertown Accounting & Business Solutions is our sister company which offers a range of accountancy and tax services for businesses and individuals. Their services include:

  • Accounting and Taxation Advice
  • Bookkeeping Services
  • Payroll Services
  • Business Systems
  • General Insurnace
  • Financing Solutions

Their team of accounting professionals are well-placed to help you to achieve your business and personal financial goals.

Should you require accounting, tax or business advisory services, we would be pleased to refer you to Pembertown Accounting & Business Solutions.

Tax Agent: 25665891

General Insurance Services

Challenge Insurance Services will ensure you have the cover that best meets your individual and business needs, minimising potential risks and securing competitive insurance premiums.

All general insurance needs can be met with access to specialist advisors for insurance products such as:

  • Public liabiltiy
  • Professional Indemnity
  • Workers’ Compensation
  • Industrial Special Risk (ISR) and Business Package
  • Management Liability / Directors and Officers
  • Commercial Motor Vehicle
  • Mobile Plant, Civil and Earthmoving Equipment
  • Cyber Liability
  • Trade Credit
  • Farm Package
  • Marine Insurance
  • Personal Accident
  • Association liability

Legal

View Legal. View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning.

Ian Gray Solicitors. Ian Gray provides leading edge business succession solutions and works in partnership with Blueprint Wealth.

Property Investment

Core Advisory is a full service property advisory firm who can assist with buying, selling, rental management, renovation and development advice.

Settlements

Ascot Settlements is a settlement agency specialising in real estate conveyancing in Perth, Western Australia.

 

Any information or advice provided by Pembertown Accounting & Business Solutions, Ascot Settlements, Challenge Insurance Services, Ian Gray Solicitors, Core Advisory or View Legal are provided independently of Blueprint Wealth and our licensee, AMP Financial Planning Pty Limited. Neither Blueprint Wealth, nor AMP Financial Planning Pty Limited take any responsibility for any actions or service they provide.

These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to Blueprint Wealth or AMP Financial Planning Pty Limited in any way.