Retirement Planning

Retirement Planning Meeting at Blueprint Wealth Perth

While Western Australia is a beautiful place to spend your retirement years, Perth can be an expensive place to live on a retiree’s budget. At Blueprint Wealth we encourage all of our clients to “begin with the end in mind” as we work together to tailor your retirement plan. Whether this means achieving financial independence at a certain point in life or retiring at a given age, retirement planning is imperative to retain a prosperous lifestyle.

Our retirement financial advice will cover how much you need to retire on and if you are on track to meet your financial goals. Our highly qualified Financial Planning Advisors will give careful consideration to the most tax effective retirement planning strategies and income stream solutions, as well as providing the flexibility you need in the lead up to retirement.


  • Maximise Centrelink payments through tailored planning techniques
  • Maximise the benefits of your superannuation concessions
  • Organise your affairs to minimise tax by working with your accountant to take advantage of the latest tax strategies

Do you have a retirement plan in place?

Take the Blueprint Wealth 30 Second Retirement Planning Preparation Quiz to see if you need a Retirement Plan.

Retirement Planning Preparation Quiz


For more information about financial planning for retirement contact us to book an initial consultation with one of our financial advisors.