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Blueprint Wealth

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South Perth, WA
Blueprint Wealth

Through our referral network we can also guide you towards advice on accounting and tax, and property investments.

Blueprint Wealth is an award-winning financial planning firm based in Perth, dedicated to helping clients build, grow, and protect their wealth with tailored strategies and expert guidance. Blueprint Wealth works in partnership with you to develop a comprehensive financial strategy that progressively accumulates and maintains wealth for your financial security. Our financial planning services enco

mpass all areas of financial planning including investments, superannuation, retirement planning, insurance, financial planning, self-managed superannuation, mortgage broking, estate planning and corporate superannuation. Blueprint Wealth is licenced to provide financial advice by AMP. AMP is one of Australia’s largest and oldest financial services companies. Blueprint Wealth benefits from the strength of AMP’s research, compliance and product development expertise. Visit our website at www.bpwealth.com.au or visit our specialist SMSF website at www.SMSFPerth.com.au

Any advice contained in this webpage is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters. To find out more about our financial advice services, please review our Financial Services and Credit Guide at:
https://www.bpwealth.com.au/assets/FSCG-v-3.1-1-November-2017.pdf

Blueprint Planning Pty Ltd (ABN 78 097 264 554) trading as Blueprint Wealth is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee.

27/05/2026

We’re excited to welcome Nathaneal Acharya (Nate) to the Blueprint Wealth team as Relationship Manager, supporting Daniel Viola and Jarryd Thraves, alongside Associate Jasmine Lihou.

Nate has built his career in financial services, gaining extensive experience in superannuation over the past 4–5 years. Through this work, he developed a strong understanding of long-term wealth structures and the importance of disciplined cash flow management in helping clients reduce financial stress and make confident, informed decisions.

As a Relationship Manager at Blueprint Wealth, Nate works closely with our advisers Jarryd Thraves and Daniel Viola, and clients to ensure a seamless, supportive, and well-communicated experience. He is passionate about building trusted relationships and ensuring clients feel informed, supported, and confident throughout every stage of their financial journey.

Since joining the team, Nate has already made a positive impact with his results-driven mindset, client-focused approach, and positive attitude. We’re thrilled to have him as part of the Blueprint family and look forward to the contribution he will continue to make.

20/05/2026

With the End of Financial Year (EOFY) fast approaching, now is a great time to review your personal finances and, where relevant, take action before 30 June.

A few timely steps could give your finances a much needed boost.

The weeks leading up to 30 June can be one of the most valuable times of the year to review your finances. Small, well‑timed decisions can potentially reduce tax and strengthen your long‑term retirement position.

EOFY strategies are about making sure nothing important is missed.

Now is a great time to book a review with us to help you understand what options may be available for you to take advantage of.

Book in your EOFY review with us -

https://www.bpwealth.com.au/contact/ or (08) 9423 0300

12/05/2026

Today we’re celebrating an incredible milestone — 10 years of Loretta Watson at Blueprint Wealth 🎉

Loretta is the warm, friendly face that greets our clients every single day, always with a smile and a genuine care for everyone she meets. Over the past decade, she has built such strong relationships with both our clients and team, and Blueprint simply wouldn’t be the same without her.

From keeping everything running smoothly at reception, to bringing people together through our social committee and events, there truly isn’t anything Loretta can’t do. Her kindness, positivity, and willingness to help make our workplace feel less like an office and more like a family.

We are so grateful for everything Loretta contributes to our team each and every day. Thank you for 10 amazing years — we can’t imagine Blueprint without you 💙

06/05/2026

Case Study: Financial Advice During Separation

Separation can be complex—emotionally and financially. Seeking advice early can make a significant difference to long‑term outcomes. By working closely with experienced Perth family lawyers, we help clients make informed decisions and protect their financial future.

In this case, we supported a woman in her mid‑50s separating from her retired spouse in his early 70s. She was still working and contributing to superannuation, while he relied on a retirement income stream. Their assets included the former family home, a rental property, and inherited shares held by our client with potential capital gains tax considerations.

Our client wanted to retain the home for stability and was reluctant to take on debt. Initially, she planned to sell her shares. After careful analysis and collaboration with her lawyer, we recommended transferring part of the shareholding to her former partner, as his lower tax position produced a more favourable overall outcome.

This tailored strategy helped our client retain her home, reduce tax, and move forward with confidence—highlighting the value of professional financial advice during separation.

This case study is for illustrative purposes only and reflects one client’s circumstances. Outcomes will differ depending on individual situations.

29/04/2026

Meet Callum Barnes.

We’re excited to welcome Callum to the Blueprint Wealth team as our new Associate Adviser! 👋

Callum brings over 7 years of experience in financial planning, with a strong background in strategy development, technical analysis, and delivering high-quality advice support.

In his new role, Callum will be working closely with our advisers, Dee Chan and Peta Winkless, supporting the delivery of tailored strategies and exceptional client outcomes.

We’re thrilled to have Callum on board and look forward to the expertise and insight he brings to our clients and team.

Welcome to Blueprint Wealth, Callum! 🌟

22/04/2026

We’re excited to welcome Chloe to the Blueprint Wealth team as our newest intern! 👋

Chloe is currently studying a Bachelor of Commerce at Curtin University, majoring in Finance and Financial Planning, and she’s already proving to be a fantastic support to our team.

During her time with us, Chloe will be:
• Gaining hands-on experience in financial planning processes
• Building her understanding of compliance, ethics, and industry regulations
• Supporting client engagement, research, and strategy preparation
• Learning how financial planning tools and software are applied in practice
• Observing and contributing to real-world financial planning scenarios

We’re proud to be part of Chloe’s professional journey and look forward to seeing her continue to grow and thrive with us.

Welcome Chloe! 🌟

03/04/2026

Cheers to 100 Google reviews! 🎉

We’re thrilled to celebrate this milestone with your incredible support! Every review reflects the trust in our team and the love we’ve received from our amazing clients and community. 💕

Here’s to even more connections, growth, and shared successes. Thank you for being a part of our journey!

02/04/2026

Proud to make a difference! 🌟

We are thrilled to announce that Blueprint Wealth has been named a finalist for the Community Service in the 2025 Astrum Awards! 🎉

Our passion for helping our community is at the core of everything we do. This recognition celebrates the dedication and hard work of our amazing team and the incredible community we are a part of.

Thank you for inspiring us every day—this honor belongs to all of us. Let’s continue growing together!

01/04/2026

Our team at Blueprint Wealth is proud to continue supporting Foodbank WA in 2026 💙

As part of our volunteering day, Kosta, Michelle, Loretta, Bree, Callum and John spent time assisting on the checkouts—helping ensure individuals and families in our community have access to essential food supplies.

It’s a small way we can give back, but a powerful reminder of the impact community support can have when we come together.

We’re grateful to be involved in such meaningful work and look forward to continuing our partnership.

If you’d like to support Foodbank WA and make a difference, you can donate here: https://www.foodbank.org.au/wa/donate/

Every dollar you donate makes a real difference. Every $1 provides 2 meals for West Aussies in times of need.

27/03/2026

Celebrating 5 amazing years with Hnin!

Cheers to 5 incredible years of dedication, growth, and success! 🎉 Hnin, your hard work and positive spirit have been an inspiration to all of us. We’re so grateful to have you on the team and can’t wait to see what the future holds. Here's to many more achievements together!

25/03/2026

Great to have Jasmine, Laura, Krystal and Jason representing Blueprint Wealth at Advice LIVE 2026 in Auckland last week.

An incredible few days of learning, collaboration and connecting with peers across the industry — bringing back fresh ideas and insights to continue delivering great outcomes for our clients.

#2026

Address

1/72 Melville Parade
South Perth, WA
6151

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://www.bpwealth.com.au/, https://www.google.com/url?q=https%3A%2F%2Fakumin.com.au%2F&sa=U&sqi=2&ved=2ahUKEwjGq4PH4K

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