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Blueprint Wealth
Blueprint Wealth : des conseils financiers clairs et bienveillants pour une retraite sécurisée.
5(5 avis)
Financial Advisor
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Blueprint Wealth : des conseils financiers clairs et bienveillants pour une retraite sécurisée.
Blueprint Wealth, situé à South Perth, est un cabinet-conseil financier et de planification patrimoniale de confiance. Les clients remarquent des conseillers patients et attentifs qui écoutent les objectifs, expliquent clairement des concepts complexes et fournissent des ressources pratiques. L'équipe — dont Dee et Jarryd — reçoit des éloges pour un service amical et soutenant, tandis que Loretta à la réception contribue à créer une expérience accueillante. Le cabinet met l'accent sur des stratégies personnalisées et une sécurité financière durable.
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Des stratégies complètes pour sécuriser votre avenir financier et assurer une retraite confortable.
Conseils d'investissement personnalisés pour accroître votre patrimoine et atteindre vos objectifs financiers à long terme.
Consultations initiales et continues pour évaluer vos besoins et élaborer des plans financiers sur mesure.
Gestion professionnelle de vos actifs pour optimiser les rendements et minimiser les risques.
Des ressources pédagogiques et des conseils pour vous aider à comprendre des concepts financiers complexes.
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!
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.
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.
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
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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