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Acting your age

By David Baruffi, Financial Advisor One of the most common (and avoidable) traps I encounter is clients taking on debt or projects that will outlive their career. This often leaves them scrambling for solutions when their career ends, especially if it ends prematurely. For example, a client purchased a negatively geared property at age 63 […]

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Blueprint Wealth Awarded 2017 WA Practice of the Year

We are pleased to share Blueprint Wealth has been awarded AMP Financial Planning WA Practice of the Year for 2017! This award recognises a practice that has demonstrated the highest standards of professionalism, operational excellence, superior client service, advice delivery and implementation. Congratulations to the team on this outstanding achievement.

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Real Estate Selling Strategy: when is the right time?

By David Baruffi, Financial Advisor While there are many factors involved in successful real estate investing the most crucial decision you have to make is when to sell. Ideally you purchase your real estate investment property at a low point in the market cycle, keep it for the long term and sell it when the […]

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Planning ahead for the “Sandwich Generation”

By Casey Shaw, Financial Advisor Are you taking care of elderly parents? Do you still have adult children living at home? Do the words ‘meat’ and ‘sandwich’ strike any chords with you? You could be a member of the “Sandwich Generation” without realising it. Sandwich Generation refers to people who are ‘sandwiched’ between caring for […]

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Raising funds towards a cancer-free future

Blueprint Wealth held its 2nd annual Girls’ Night In fundraiser event on Saturday the 21 October 2017. The team is pleased to share they raised $4,580 for supporting partner, Cancer Council Western Australia. This is the second year Blueprint Wealth has hosted a Girls’ Night In event. Bree Stevens, General Manager and event host, says “Girls’ Night In is […]

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Downsizing for Retirement

By David Baruffi, Financial Advisor The kids have finally left home and now you’re rattling around in a house way bigger than you need. If it’s time to think about downsizing, there’s more to it than simply selling one house and buying another. Here are a few things to consider. Tax-free gain Selling a large […]

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Baby Budgeting

By Dee (Dewi) Chan, Financial Advisor Welcoming a new family member is exciting but with so many aspects of your life changing, when it comes to your finances some forward planning can make the transition so much easier. Fortunately, babies allow several months to prepare for their arrival and can be easy to get caught […]

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Can Money Really Buy Happiness?

By Dee (Dewi) Chan, Financial Advisor The short answer is ‘yes’, but only up to a point. People in richer countries are, collectively, happier than people in poor countries. Within countries, people with higher incomes are generally happier than people on low incomes. Surprisingly, once basic living needs are met, the amount of happiness gained […]

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Making clever use of offset accounts

By Kate Beaumont, Accredited Mortgage Consultant It’s a common misconception that mortgage offset accounts are loan products when in fact they are savings accounts sitting within a mortgage structure. If you’re not sure how mortgage offset accounts might benefit you – read on! What is an offset account? Greg and Louise are your typical thirty-somethings […]

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Eight steps to improved cashflow…and lifestyle

Imagine feeling on top of your finances. Knowing you’re in a position to enjoy your life today, while also saving for tomorrow. If that sounds good to you, you’re not alone. In a recent survey, 54% of Australians aged 55-64 strongly agreed they’d like that too (i). Yet, many of us don’t feel like we’re […]

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