All assets are not the same

By Jarryd Thraves, Financial Advisor Do you sometimes wonder what effect the latest billion dollar share market “correction”, property “boom” or “bust” is having on your investments? Understanding the differences between the various investment assets will help you enjoy peace of mind. A diversified portfolio can be a good way to manage investment risk. Asset […]

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The nine most important lessons about investing

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points My nine most important lessons from investing over the past 35 years are that: there is always a cycle; the crowd gets it wrong at extremes; what you pay for an investment matters a lot; getting markets right is not […]

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Finalist – 2019 Corporate Volunteer of the Year Awards

Blueprint Wealth had the pleasure of attending the Volunteering WA awards gala on 24 May 2019 as a finalist for the Volunteering WA 2019 Corporate Volunteer of the Year Award. Cancer Council Western Australia (CCWA) nominated Blueprint Wealth for this respected award. In 2014, Blueprint Wealth formed a partnership as Major Sponsor with CCWA. It has been a […]

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Insurance and the Protecting Your Super reforms

Sky with beautiful colours

This video looks at the new Protecting Your Super laws that come into effect on 1 July 2019. You can watch the video here or read the transcription below. Hi Everyone, it’s Greg Major here from Blueprint Wealth. I’m here to talk to you today about some new government regulation called Protecting Your Super. The […]

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Top 4 myths of estate planning

In this world nothing is certain but death and taxes. (Benjamin Franklin) However, 45% of Australians do not have a valid will.* While not always easy to talk about, estate planning is a critical part of any financial plan. Jason Laming, Blueprint Wealth financial advisor, shares the top four estate planning myths he comes across. […]

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8 common financial mistakes people make in their 30s

Friends laughing together outside

By Dee Chan, Financial Advisor Climbing the career ladder, perhaps buying a home and starting a family – the 30s are an exciting stage of life. However, the decisions made now can make a big difference to future financial well-being, and with so much going on it is understandable, even inevitable, that the best decisions […]

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Placing your family wealth in trust

Family watching sunset on hill.

By Dee Chan, Financial Advisor The basic function of a trust is to separate control and ownership. The result of using a trust is that assets are protected and profits are distributed in the most tax-effective way. There is no ‘one-size-fits-all’ type of trust. The trust you use depends on many factors, such as the […]

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2019 Australian Federal election and investors

Sunset image of parliament house in Canberra.

The Federal Election Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital, shares his perspective on the upcoming Australian Federal Election. Some might be forgiven for thinking the wheels have fallen off Australian politics over the past decade with the same number of PM changes as Italy, a fractured Senate and “minority […]

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2019-20 Australian Federal Budget

The long-awaited surplus and the promise of more tax cuts ahead of the election Key points The 2019-20 Budget “delivers” the long-awaited surplus and increased fiscal stimulus mainly via tax cuts/offsets. The main risk is that the revenue boost is not sustained & the budget continues to have relatively optimistic assumptions regarding wages growth. The […]

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Women: achieving a comfortable retirement

Grandmother walking in warmth of sun with granddaughter.

Many women dream of a retirement where they can kick back and relax, do whatever they like and be free from the demands of others – actually focusing on caring for themselves. But this step often means being free from financial worries or concerns and for a large proportion of women, the prospect of a […]

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