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Helping Elderly Parents with Finances: an important conversation

Older couple sitting in front of computer together.

By Dee Chan, Financial Advisor None of us likes to consider our own mortality. For our older loved ones, it’s an even more confronting topic and difficult to discuss. When Lindsay became ill, his family’s priority was to support him through his treatment, and keep him positive and as comfortable as possible. Typical of his […]

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Financial Snapshot: should investors be worried?

Rising US interest rates, trade wars, the US midterm election results, etc – should investors be worried? October was a bad month for shares with global shares losing 6.8% in local currency terms and Australian shares losing 6.1%. It’s possible that following top to bottom falls of 9% for global shares, 11% for Australian shares, […]

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Celebrating five years of community partnership

Photo of David Baruffi, Practice Principal and Ashley Reid, CEO of Cancer Council WA, shaking hands and holding commemorative plaque.

Blueprint Wealth is celebrating five years of partnership with the state’s leading cancer charity which has delivered over $100,000 in donations and in-kind support. Blueprint Wealth became a major corporate partner of cancer not-for-profit Cancer Council Western Australia in 2014. Since then, the partnership has surpassed $100,000 in contributions through pro bono financial advice and […]

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6 smart ways to build savings

Smiling woman holding a tablet leaning against a work desk.

By Casey Shaw, Financial Advisor The word “thrifty” is rarely thought of in a positive sense but that’s not fair because if we continually spend more than we earn, our debts will eventually catch up and other words such as “default” or “bankrupt” might become more familiar. Being thrifty doesn’t mean doing without – quite […]

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The rules governing gifts from SMSFs

Image of black chalkboard with white chalk writing

By David Baruffi, Financial Advisor There are now almost 600,000 Self-Managed Superannuation Funds (SMSFs) in Australia where the members of the fund are also the trustees. These trustees are responsible for running the fund according to the superannuation rules. If they get it wrong, the consequences can be dire. Each year, SMSFs lose their concessional […]

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the pullback in shares – seven things investors need to keep in mind

Introduction Every so often shares go through rough patches. We saw this most recently around February on the back of US inflation and interest rate concerns and the start of US tariffs which saw US shares and global shares fall roughly 10% and Australian shares fall 6%. Shares mostly recovered – even getting through the […]

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Plan for the unexpected now – find the insurances that are right for you

Girl and her mother enjoying vacation on sailboat

By Casey Shaw, Financial Advisor One of the joys in life is that we don’t know what will happen next. Most of us have positive expectations but sometimes life doesn’t follow our lead and we’re dealt a blow. It’s how we manage each experience – or how we’ve planned ahead – that will make it […]

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What is a financial advisor & how they can be your best asset

By Dee Chan, Financial Advisor Just as everyone should have a trusted health professional to rely on, so should everyone have a trusted financial planner. Professional financial advice isn’t just for the wealthy. Financial planning is about establishing a long-term strategy to secure your financial future with the lifestyle and living standards you desire, regardless […]

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You CAN afford a holiday!

Holiday Saving Tips - Blueprint Wealth Perth

By Casey Shaw, Financial Advisor Are TV travel documentaries not close up and personal enough for you? Would you prefer to actually be there, immersing yourself in the environment, amongst the people, eating local delicacies, but you’re not sure if your budget can take you further than your lounge room? An overseas holiday doesn’t have […]

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What to do if you win the lotto – 7 financial strategies

By Casey Shaw, Financial Advisor Lottery prize pools now amass huge amounts, regularly turning everyday Aussies into instant multi-millionaires. But being ‘struck rich’ is not only based on luck. There is more than $2.6 trillion worth of assets invested in superannuation in Australia. A multi-million dollar inheritance can be a life-changer. Regardless of the source, […]

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