Blueprint Wealth - South Perth, Western Australia

Diana Brown

Hi Brad
Mal and I would just like to thank you so much for your time, knowledge and pleasant company yesterday. You made us feel confident about moving forward with our plans. In particular, placing our additional funds securely in an investment bank account is a good solution for us and one we really hadn't considered fully. You addressed all our questions and issues professionally and we would have no qualms in recommending your services to people we know.

Thank you once again and feel free to use our recommendation.

Kind Regards
Diana and Mal

Grahame Strong

We have just started our journey with Blueprint, but in the short time we have been a client we have found the Team at Blueprint to be highly professional, knowledgeable and helpful. They have started to manage our finances in a manner where we still feel in control while at the same time having the reassurance that we are being directed with care and consideration. Peta Winkless particularly is attentive to our situation and takes a genuine interest in our personal circumstances to ensure our financial advice is tailored to our specific needs. However, what is very impressive is that Blueprint advice is beyond just the money side of the equation and we are grateful for the balanced lifestyle we are now enjoying. If you need assistance in sorting out your finances, I highly recommend you seek an appointment with Blueprint. We certainly have been well looked after. Grahame and Charmaine.

John Broadbent

Dee Chan has been our financial advisor since 2021. She is always well prepared. Her manner is welcoming and investment options are clearly explained in simple English. Dee is a good listener when discussing a matter raised by the client. Outcomes are clearly tabulated. Knowing that we can contact Dee, if we have a question, is very reassuring. Thank you, Dee.

Mark McCabe

I have been with Blueprint and my financial adviser, Dee Chan for the past three years. Since working together, we have improved my portfolio immensely. I am satisfied with the warm welcome and friendly service they always provide.

Mim Dack

We moved to Perth in 2011 and needed help to set up our financial future. With David Baruffi leading a great team we got on top and are now reaping the benefits.David and Dee Chan have been with us every step of the way. Not only is the company efficient and professional but customer service is not lost here,Loretta’s greetings and coffee are amazing.

cheech twentyone

I have been a client of Dee’s for the last few years and in that time I have seen my share portfolio increase in value overtime, she has offered advice and shown knowledge in the field she works in. I’ve had hours of financial discussions with her over the years, she is always cheerful and bubbly and seems to take pride in her work and has a great relationship with her clients. I would recommend even just coming in for a chat with her to see what she can do for you..

Amy Ferguson

Dee is a breath of fresh air and I'm so grateful to have found a female financial planner that shares similar values that I can confidently recommend to my clients. She is warm, friendly and easy to build a relationship with. It's evident she genuinely cares for her clients and has a real passion for her work.

No review would be complete without mentioning the lovely Loretta who welcomes everyone coming through the doors of Blueprint Wealth with a smile and amazing coffee!

Debbie Marriott

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.