Wealth by Design

Premium Investment Advice service

Wealth by Design™ is ideal for investors looking for professional level advice on their superannuation assets or for financial investments outside of superannuation.

It is equally suitable for investors who are managing their investments inside a retail superannuation platform or for those using self-managed super.

What you can expect from Wealth by Design

Our goal is to provide our clients with an approach that is:

  • Fully transparent – you know at all times what is happening with your investment portfolio and understand the basis of our recommendations
  • Best practice – you receive advice on asset allocation, fund selection and fund manager review based on best practice approaches from informed Investment Advisors
  • Guards against pitfalls – the most common mistakes an investor makes are concentrating too much of their wealth in one risk area and selecting managers who are less likely to have the potential to perform well. We will help you safeguard against these traps.
  • Risk adjusted – we tailor each recommendation to ensure your tolerance for loss is balanced against your desire for improved returns in order to minimise future regrets
  • Market sensitive – we ensure that your investment mix can change in accordance with value opportunities over the cycle
  • Versatile – we can include your own existing or proposed direct shares and property into your portfolio design.
  • In your control – at the end of the day you decide which of our recommendations to adopt.  At all times, you are in control of your investments, every step of the way.

We recommend Wealth by Design for clients with a minimum of $100,000 of investments, up to any amount.  Our specialist Investment Advisors can help you build your portfolio either within, or outside of, superannuation.  At Blueprint Wealth, we believe that a robust investment process is essential for delivering “risk-aware” long-term performance.

We look forward to discussing with you how Wealth by Design can bring a professional approach to managing your investments and help you realise your future wealth plans.  Contact us today for more information on how Wealth by Design can work for you.