2016 marks the fifteenth anniversary of Blueprint Wealth. Founded in 2001, the driving ambition was to grow a stable, long-term organisation that placed its clients and staff at the core of the business — to provide a lifetime of advice to clients and a career path for staff. This philosophy has allowed the practice to grow successfully and continues to guide the team today.
Blueprint Wealth began as a team of four people, working out of an office on Mend Street in South Perth, Western Australia. They recently renovated their South Perth, Richardson Street offices to accommodate a team of 28 and growing.
The practice has focused on upholding a set of core values that guide all aspects of the client experience: integrity, clients’ first, accountability, teamwork, another way, accountability and experience. These values were instilled in Blueprint Wealth early on and are embedded in the practice today.
David Baruffi, co-founder and Director of Blueprint Wealth says, “Each of our clients entrust us with helping them to reach their goals, to help protect what is important to them and guide them through the maze of investment information.” He goes on to say, “We take a long-term view of our client relationships and our approach to investing. We invest our clients’ money the same way we invest our own. “
Over the years, the Blueprint Wealth team has been carefully selected – they have successfully built a group of highly educated, accredited individuals to ensure they provide the best advice possible for their clients. The practice now has one of the most qualified, experienced teams in the country.
Blueprint Wealth is proud to be part of the Australian Financial Planning industry and look forward to continuing to provide their clients with strategic wealth advice, for a better life.
Blueprint Wealth is an Australian Financial Planning Association (FPA) Professional Practice and is licensed by AMP Financial Planning.