Taking Control Beyond the Business

Running a business or managing a demanding professional can be all-consuming. Between staff, clients, deadlines and personal responsibilities, it’s easy for your own financial planning to slip down the priority list. Yet, with complex income structures, irregular cash flow and limited time, getting the right financial advice can make a significant difference to your long-term growth.

While time pressures and competing demands are constant challenges, they also present an opportunity to engage professionals who can help simplify and optimise your financial affairs – allowing you to focus on what you do best.

Sara is a 46- year-old- business owner with two school-aged children and a growing consulting firm. Whilst her business has grown and become profitable, she has recently found that she rarely has time to review her own personal finances. She is unsure on her whether own cash flow, tax structures and also super contributions are being managed effectively. By engaging with a Financial Advisor at Blueprint Wealth, Sara has developed a cohesive plan, which aims to

  • Improve cash flow management.
  • Optimise tax efficiency.
  • Protect her income and business with the adequate insurances.
  • Build her long-term wealth strategy.

All while giving her back valuable time to and peace of mind, to focus on her business and young family.

Blueprint Planning Pty Ltd ABN 78 097 264 554 trading as Blueprint Wealth is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee.

Any advice contained in this document is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Before making any decision, you should consider the appropriateness of the advice with regard to those matters. If you decide to purchase or vary a financial product, your advisers, our practice, AMP Financial Planning, its associates and other companies within the AMP Group may receive fees and other benefits, which will be a dollar amount and/or a percentage of either the premium you pay or the value of your investments. Ask us for more details. If you no longer wish to receive direct marketing from us please call us on the number in this document and if you prefer not to receive services information from AMP, you may opt out by contacting AMP on 1300 157 173. To view our privacy policy visit www.amp.com.au

Blueprint Wealth 1/72 Melville Parade South Perth WA 6151
P 08 9423 0300
F 08 9423 0390
E help@bpwealth.com.au
W www.bpwealth.com.au

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Blueprint Planning Pty Ltd ABN 78 097 264 554 trading as Blueprint Wealth is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee.
Any advice contained in this document is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Before making any decision, you should consider the appropriateness of the advice with regard to those matters. If you decide to purchase or vary a financial product, your advisers, our practice, AMP Financial Planning, its associates and other companies within the AMP Group may receive fees and other benefits, which will be a dollar amount and/or a percentage of either the premium you pay or the value of your investments. Ask us for more details. If you no longer wish to receive direct marketing from us please call us on the number in this document and if you prefer not to receive services information from AMP, you may opt out by contacting AMP on 1300 157 173. To view our privacy policy visit www.amp.com.au