Blueprint Wealth
61 Reviews
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
About the Business
Financial Advisors Perth: Award-Winning Firm | BP Wealth | Our goal is to give our clients financial advice to retire in comfort and achieve their lifestyle goals. Meet our financial advisors in Perth »
Contacts
Website
Call Us
+61894230300
1/23 Richardson St, South Perth WA 6151
Hours
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
Features
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Toilets
- Wheelchair-accessible toilet
- LGBTQ+ friendly
- On-site services
- Online appointments
- Appointment required
Recommended Reviews
jacy britton
20.10.2023
Blueprint Wealth
This company was highly informative and left us feeling more equipped to handle our financial pressure. Would recommend Brad to anyone who is looking to make smarter choices with their money and educate themselves on the best ways to set up for their future!
Frank Low
17.10.2023
Blueprint Wealth
We have been dealing with BP Wealth for approximately 8 years and are still very happy and pleased with the services during all this time. It is great to be dealing with Dee who is highly professional and knowledgeable in her competence financial background providing, guiding, helping and advising us to suit our financial needs and necessity. Also not forgetting her integrity and reliability had made us developed a trust in her, especially dealing with anything financial. We will have no hesitation in recommending anyone who is looking for a trusted financial adviser. Thank you, Dee.
Char Millar
04.10.2023
Blueprint Wealth
I would like to thank Dee and her team for their guidance in what has been a difficult year for me. They were always very clear with their answers and always willing to help at anytime. Without their assistance with my financial affairs, I would have been even more overwhelmed with dealing with it on my ownThank you so much Dee and Tessa, your time and empathetic understanding I am so appreciative and very grateful to have had the pleasure of your assistance.All the best for 2023 and years to come.
Gillian Moffat
16.09.2023
Blueprint Wealth
As someone who would regard themselves as not financially literate at all, I reach out to Blueprint Wealth for some guidance around my super and what I should be doing with it. About a week later I got a call from a lovely, kind, patient and understanding guy by the name a Jason, who was really picking up what I was putting down, and give me some very conservative and useful advice. I really appreciated thee time and didn't just feel likeanother client or number" he really took his time with me and explained thing well. Thanks again Jason."
Sebastian Lang
14.08.2023
Blueprint Wealth
We had an initial meeting with an advisor. We asked several questions but only received generic answers that didn’t really address our questions. When we raised that concern at the end of the meeting we were told that without a firm timeframe in mind no advice can be given. We walked away with no gained knowledge or insights but $330 less. Will not recommend
John Charsley
04.08.2023
Blueprint Wealth
Dee Chan has been looking after me for the last 10years.She has been fantastic in keeping my super afloat in these turbulent times and has prevented me from making some terrible financial decisions.Looking forward to another 10. Thanks Dee!
Rhonda Sarti
25.07.2023
Blueprint Wealth
Retirement can be such a daunting financial process for anyone. Having the right person to help you through this process is essential.I feel so lucky to have Dee Chan from Blueprint Wealth as my advisor. I came away from my first meeting with Dee, knowing that I had made the right choice with the person I would deal with and that I had a much better idea of what my financial future looked like. Apart from her immense knowledge she is just the nicest person to work with. So 100%+, I would recommend Dee to anyone looking for financial guidanceRhonda Sarti
Debbie Marriott
22.07.2023
Blueprint Wealth
I contacted Blueprint Wealth, as I already had the idea that I wanted to retire, but wasn't sure if it could be achieved.Dee Chan from Blueprint Wealth was my advisor and she was so helpful and had all the answers to my questions. I left her office with a great sense of relief that I would be able to achieve what I had hoped, which was to proceed to retirement.Dee's knowledge and wonderful attitude helped put me at ease straight away and I would gladly recommend her to anyone looking for a financial advisor. Thank you Dee for making my visit so enjoyable and stress-free.
Paul Thompson
08.07.2023
Blueprint Wealth
We have been dealing with Blueprint Wealth for many years and are extremely happy with their overall service. Dee Chan has been individually and personally looking after us for the last 6 years having been 'in the background' prior to that. We have always found her to be professional, amiable and easy to deal with. We trust her implicitly and do not hesitate in highly recommending her services.
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1/23 Richardson St, South Perth WA 6151
Blueprint Wealth