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:

For more information about Blueprint Wealth Corporate Superannuation Employee Benefits and Business Services, please contact us.

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