We take pride in knowing we have served our clients’ needs well
It gives us great satisfaction when our clients take the time to acknowledge their satisfaction by sharing their experience or providing Blueprint Wealth with their testimonial.
Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.
Richard and Julie French, Bullcreek, WA
Long-time clients of Blueprint Wealth, Richard and Julie French, share their experience working with our financial advisors.
Christine and Paul Thompson, Ferndale, WA
Christine and Paul Thompson share their story about working with Blueprint Wealth.
Simon Youds, Mosman Park, WA
Long-time client, Simon Youds, describes his experience working with Blueprint Wealth.
Candice Zanazzi, Hammond Park, WA
“I rolled over all of my lost super funds with the help of Dee Chan. It was the most efficient and professional service I have received. I had piece of mind knowing all the work was done for me and now I feel at ease knowing all of my super is in the one place!”
Dave Schmidt, Somerville, WA
“I think Bradley Martin goes above and beyond in his field of work, by far the best adviser I have ever had.”
Christine Webster, Belmont, WA
“Due to previous bad experiences with Financial Planners I was very cautious when my Accountant recommended Blueprint Wealth to help me sort out my investment property, superannuation policies and income protection insurance. I was however in dire need of a solid financial plan to see me through to retirement and reluctantly agreed. I am pleased to say that Blueprint have restored my faith in Financial Planners with their friendly but professional and solid pragmatic advice and approach.”
Wendy and Bruce Hawley, Rossmoyne, WA
“We have been clients of Blueprint Wealth since 2005 and have known David Baruffi for some considerable time prior to 2005. David has assisted us with the sale of our business, establishing a corporate Superannuation Fund plus setting up and giving ongoing advice of our personal self-managed Superannuation Fund. In addition, Blueprint has provided us with an investment strategy plan that has a continual review process between us and David Baruffi which keeps us abreast of the best financial position possible.
We enjoy the welcoming, relaxed and professional approach of Blueprint staff and have no hesitation in recommending their services.”
Maurice Pickering, Connolly, WA
“Blueprint Wealth has put me back in the driving seat. I now feel in control of my retirement.”