Blueprint Wealth

Name: Blueprint Wealth
Address: 72 Melville Parade, South Perth, WA, 6151, AU
Telephone: (08) 9423 0300
Price range: $$$
Rating: 5

Blueprint Wealth: Clear, compassionate financial guidance for a secure retirement.

5(5 reviews)

financial-advisor

$$$

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About

Blueprint Wealth in South Perth is a trusted finance consultant and wealth planning firm. Clients note patient, attentive advisors who listen to goals, explain complex concepts clearly, and provide practical resources. The team—including Dee and Jarryd—receives praise for friendly, supportive service, while Loretta at reception helps create a welcoming experience. The firm emphasizes tailored strategies and ongoing financial security.

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Location

level 1/72 Melville Parade, South Perth WA 6151, Australia

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Information

72 Melville Parade

South Perth, WA, 6151

(08) 9423 0300 www.bpwealth.com.au/

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Services

Retirement Planning

Comprehensive strategies to secure your financial future and ensure a comfortable retirement.

Investment Advisory

Personalized investment advice to grow your wealth and meet long-term financial goals.

Financial Consultation

Initial and ongoing consultations to assess your needs and develop tailored financial plans.

Wealth Management

Professional management of your assets to optimize returns and minimize risks.

Financial Literacy Resources

Educational materials and guidance to help you understand complex financial concepts.

5.00 · 5 reviews

Overall rating

Chloe

via Google

· 10 months ago

I recently saw Dee and Jack and they were both amazing to talk to! In my initial consultation they gave me some helpful advice and also provided resources for me to look into. Having never seen a financial advisor before, I was a little nervous especially considering I’m not very financially literate or understand how certain things work. But they were professional and really listened to what my goals are in life and what I wanted to achieve with my finances. As well as being patient and understanding. I will definitely be going back to them in the future and recommend blueprint to anyone. Even Loretta the receptionist was very friendly!

Mal Thomas

via Google

· 10 months ago

My wife and i have been with Blueprint since 2017. Best decision we made about our financial security. Their business model incentivises the advisors to build and manage the best strategy to meet your needs, no matter when you start or how long you have before you retire. A great team of friendly staff tops it all off. Highly recommended.

Mary Abbonizio

via Google

· 10 months ago

We have been with blueprint for over 10yrs. We started with David and we have been immensely happy with Blueprints service. We cannot fault the level of service , loyalty and quality advice. You can tell how much they care from Loretta at the front desk to Vy, who is our current adviser.

Angus Buchanan

via Google

· 10 months ago

We can’t recommend Blueprint Wealth highly enough. Jarryd our advisor is an outstanding professional and caring individual. It’s made a big difference to our lives. Grace and Angus

Toni Craig

via Google

· 10 months ago

What do you do when you are getting close to retirement age? In my case I panicked and then I Googled! And that's how I was lucky enough to find Blueprint Wealth and Dee Chan. Dee is a lovely person and an excellent financial advisor - she is competent and kind and she listens. I was very green and didn't really know what to expect at my first meeting at Blueprint. Dee was funny and relaxed - I felt instantly comfortable with her and felt that she truly understood my position. She really got me! The world of retirement planning can be complex - but Dee & her associate Theuni helped me to understand it and never hesitated to go over concepts that I couldn't quite grasp (aka everything). I consider myself very lucky to have found Dee. I have now been happily retired for three months - with my financial future (both short-term and long-term) looking far more secure than I could ever have imagined. Terima kasih Dee!

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