About Us

At Blueprint Wealth Management our qualified financial planning professionals can help you take control of your financial future, regardless of your goals and circumstances.  We begin by evaluating each client's current financial position, then together set specific objectives to achieve sustained long-term growth for the future.

Together with our strategic partnership with De Silva Accounting we provide strategic solutions and are committed to superior service.  It is our core responsibility to offer advice appropriate  to each client's risk level and investment philosophy.

Our service encompasses all areas of financial planning including investments, superannuation, retirement planning, estate planning, international wealth management, wealth protection and small business solutions.

All our financial planning advisers are authorised representatives of InterPrac Financial Planning Pty Ltd (ABN 14 076 093 680) holder of Australian Financial Services Licence number 246638.

 

Why use a financial planner ?

More and more people are realising the value of retaining a personal financial consultant - someone who is aware of new developments in the market place, the most recent changes in taxation and the latest in investment products and strategies. Changes in government legislation and investment markets will open up new opportunities and we will respond proactively to realign your goals and monitor your progress towards reaching your objectives.

With our strategic process and extensive experience, Blueprint Wealth Management’s priority is to work in close consultation with you and if necessary, your other professional advisers, as appropriate.  Our accredited fact finding and needs analysis helps us determine where you are now, where you want to be and the best means of getting there.

To bring it all together, Blueprint Wealth Management prepares a confidential and comprehensive written report that takes into account all matters relevant to achieving your financial objectives, including cash flows and taxation issues.  Our integrated management system ensures the specialist skills of Blueprint Wealth Management are utilised in the preparation of plans.  These are reviewed on a regular basis to ensure they continue to meet client expectations.

 

Click here to view our Financial Services Guide and Frequently Asked Questions