Menu

News

Finalist for AIM WA 2018 Pinnacle Awards

Blueprint Wealth has been shortlisted as a finalist for the 2018 Australian Institute of Management in Western Australia (AIM WA) PRINTSYNC Marketing Excellence Award. AIM WA recognises exemplary business leadership of individuals, teams and organisations in the Western Australian community. The awards reward organisations across the corporate, government and not-for-profit sectors in Australia that have […]

Read "Finalist for AIM WA 2018 Pinnacle Awards"

What personal insurances should I have?

What Personal Insurances Do I Need

By Dee Chan, Financial Advisor Personal risk management is a critical foundation stone of any financial plan. The key personal insurances are: Life insurance. This pays a lump sum benefit when you die. Total and permanent disability insurance (TPD). A lump sum is paid if you meet the policy definition of being totally and permanently […]

Read "What personal insurances should I have?"

Girls’ Night In event raises $7,655

Blueprint Wealth held its 3rd annual Girls’ Night In fundraiser event on Saturday the 17 November  2018. The team is pleased to share they raised $7,655 for supporting partner, Cancer Council Western Australia.  There were over 50 people who attended the event this year. This is the third year Blueprint Wealth has hosted a Girls’ Night In event. […]

Read "Girls’ Night In event raises $7,655"

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 […]

Read "Helping Elderly Parents with Finances: an important conversation"

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, […]

Read "Financial Snapshot: should investors be worried?"

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 […]

Read "Celebrating five years of community partnership"

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 […]

Read "6 smart ways to build savings"

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 […]

Read "The rules governing gifts from SMSFs"

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 […]

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

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 […]

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

Contact Our Financial Advisory Team

  • Your privacy is important to Blueprint Wealth and AMP Financial Planning Pty Limited, which is part of AMP. You may request access to your personal information at any time by calling us on (08) 9423 0300 or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.