By Casey Shaw, Financial Advisor While the move is on to become a cashless society, notes and coins are likely to be with us for some time yet. ‘Touch and go’ payments may be increasing, but for many small purchases most of us still rely on good old cash. And because it’s easier to hand […]
Read "How much money do you throw away?"
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 […]
Read "AT WHAT AGE SHOULD YOU LOOK TO HAVE YOUR DEBT CLEARED?"
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.
Read "Blueprint Wealth Awarded 2017 WA Practice of the Year"
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 […]
Read "Real Estate Selling Strategy: when is the right time?"
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 […]
Read "Planning ahead for the “Sandwich Generation”"
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 […]
Read "Raising funds towards a cancer-free future"
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 […]
Read "Downsizing for Retirement"
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 […]
Read "Baby Budgeting"
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 […]
Read "Can Money Really Buy Happiness?"
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 […]
Read "Eight steps to improved cashflow…and lifestyle"
