Blueprint Wealth

Reviews, get directions and contact details for Blueprint Wealth

Address: 1/23 Richardson St, South Perth WA 6151, Australia

Phone: (08) 9423 0300

Website

State: Western Australia

Zip Code: 6151

Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

Update Info

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Reviews

My wife and I met with Greg Major early in 2016 to review our finances. We wanted to make sure our kids were looked after should something happen to us. We also wanted to set out a plan that would allow us to retire one day! After meeting with Greg, we took on the recommendations and are extremely pleased with the decision we made. It was a very smooth process - everything was handled professionally by the Blueprint team. I know we are in good hands. I would not hesitate to recommend them.”  Craig Stewart, client since 2016

 9 years ago (24-08-2016)

After building our house in Perth and acquiring a mortgage my spouse and I knew we needed to get some advice on our mortgage, insurances, superannuation and finances as a whole. Both of us wanted to completely understand our current situation so we could put ourselves in the best possible financial position moving forward. At Blueprint Wealth we met with Dee a financial advisor and in just over an hour she answered so many of our questions and definitely put us on the right track. We are now currently reviewing our mortgage with her expert help alongside tracking our incomings and outgoings through a budgeting spreadsheet Dee provided us with. Both of us now feel more on top of our situation and with the help of Blueprint Wealth we can rest assure we're paving the way for a financially secure future. Thank-you!

 9 years ago (27-04-2016)

Blueprint Wealth was recommended to my husband and I a few years ago. We were looking for advice on planning for our financial security in retirement. Since that time we have had several meetings about our retirement expectations and longer term estate planning which was achieved in a very professional manner and put us totally at ease.

 9 years ago (10-06-2016)

I was introduced to Blueprint wealth after our original Financial planner retired. I was contacted by David Baruffi in Oct 2012 and asked to come and see him. Well, I was very impressed with what he had to say,but also with the fact that he listened to what I had to say and appeared to really take an interest.I quickly made another appointment to see David and Dee along with my wife and we have been with him ever since. David is very easy to talk to and explains things very well which was a big help after moving from the UK and having to get use to a new system.
We both look forward to and love our chats, and we are extremely happy with all that David as done for us and hopefully will have many more years of his help. Thanks to all at Blueprint Wealth, you should all be proud of your excellent team. Keep up the good work.
Thanks again,
Colin and Sue Cooper.
P.S We continue to recommend you to all our friends who we feel would benefit from your help. 

      
      
      
 10 years ago (09-09-2015)

When the time came for me to seek financial advice, I wanted someone that was professionally qualified, a member of a professional association and a team that was experienced with investments. I also wanted someone who was knowledgeable and ethical. In choosing Blueprint Wealth, I knew that I was satisfying all of the above criteria. I am confident that they will be around for the long term and always have my best interests at heart. I feel confident in recommending Blueprint Wealth to any of my friends and family.” – Bruce G, South Perth – Client since 2004

 10 years ago (24-08-2015)

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Blueprint Wealth

Reviews, get directions and contact details for Blueprint Wealth

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