Ongoing support and service for employees
At Blueprint Wealth, we work with employees to help build their financial knowledge.
Information
- Welcome kits for new employees when they join the plan
- Assistance for new or leaving employees with any questions or administrative help they may need
- Online access to account information and investment reports
Support
- Access to our corporate superannuation team to address your employee requests
- Employee assistance with consolidation of super accounts, investment switching, nominating beneficiaries, account maintenance, insurance quotes/applications and super contributions.
Education
- Tailored financial education sessions, on-site work place visits and individual consultations with your staff (Australia wide, including to remote locations as required)
- Monthly communication and economic updates (eg. email newsletter) and access to individual member advice
- Online education, videos, financial calculators and learning tools
Personal Financial Advice
To assist employees in meeting their financial and lifestyle goals, Blueprint Wealth is also available to provide value-added services in the following areas:
- Investments
- Retirement Planning
- Insurance
- Financial Planning
- Self-Managed Superannuation
- Mortgage Broking
- Estate Planning
For more information about Blueprint Wealth Corporate Superannuation Employee Benefits and Business Services, please contact us.
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