Category: Financial Planning

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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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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Holiday Saving Tips So 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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Financial Advice for Lottery Winners

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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Holidays without financial baggage

Holiday Financial Planning Tips

By Dee Chan, Financial Advisor We all need something to look forward to and for many members of Generation X the lure of discount airfares and package deals are irresistible; others have luxury holidays high on the agenda. And why not? We all love a holiday and what’s more, happiness, apparently, is not just in […]

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Money Apps for Kids – Advice from a Financial Advisor

Money Apps for Kids to Help Make Smart Money Choices

By Dee Chan, Financial Advisor We all want the best for our kids. Life throws many challenges at them as they grow up and one that is becoming more and more important is navigating the financial side of things – dealing with money in an ever-changing world. Wireless-based technology allows children from alarmingly young ages […]

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What to do if your job is made redundant

By Casey Shaw, Financial Advisor Being retrenched from your job can be hard to accept. It is the sudden shock that catches most people but try not to take it personally. Redundancy is usually not about your personal performance; it’s the performance of your employer’s business, the industry sector in which you work, or even […]

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Thriving in the ‘Gig’ Economy

By Jarryd Thraves, Financial Advisor If you’re a freelancer or contractor or maybe even a consultant then you’re part of the “gig economy”. Gone is the job for life, or even a job in the normal, employed meaning of the word. For you, work consists of short-term contracts or a series of one-off jobs. “Gigs” […]

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“Tap and go” Financial Traps and Tips

By Kate Beaumont, Accredited Mortgage Consultant Talk about hammering the plastic. In January 2018, Australia’s 16.7 million credit card accounts were used to make 245 million transactions with a total value of $27.3 billion. We are currently paying interest on $32.6 billion worth of credit card debt, running up an annual interest bill of over […]

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How To Live A Comfortable Lifestyle In Retirement

By Casey Shaw, Financial Advisor We all have a vision of our perfect retirement. But whether it’s travelling around the country in a luxurious motor home, playing golf every day or spending more time with the grandkids, how do you accumulate enough to pay for your golden years? How much do I need to live […]

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