Blueprint Wealth

Tessa is an absolute treasure! Nearly two years ago my world turned upside down with a life changing diagnosis. During this uncertain and frightening time I was fortunate enough to be referred to the team at Blueprint Wealth.
I live in a remote regional town of Western Australia and felt completely isolated and confused.
From the initial phone call with Tessa, I felt reassured and less anxious, comfortable and safe discussing the difficult scenarios that lay ahead.
Blueprint Wealth, especially Tessa and Dee have made this journey smooth and did what they could to achieve a positive outcome.
I'm truly forever grateful and don't know where I would be without them. Thank you so much Tessa

Busy lives, shifting priorities and endless Ta-Dah lists don't particularly lend themselves to seeking financial advice. It's so easy to let things slide. But by May 2021, I had run out of excuses to postpone my initial client meeting at BluePrint Wealth with Dee Chan. Dee had even scheduled me for a late appointment on a Friday afternoon to accommodate my working hours; I mean, who does that? Sure, one could think hard sell but in this instance, nothing could be further from the truth.

Dee is genuine; she empathises, listens intently and responds with sincerity. Her open mindedness and determination to see my life through my eyes are admirable but it is her tenacity and sound decision-making, all which come from a place of care that set Dee Chan far apart from others.

Five stars. No reservation.

Dee accompanies you on your life journey, and she is absolutely top of her field.

I have known Dee for nearly 5 years now. She has been very helpful during my transition to retirement and implementing strategies to help me through this. She helps me immensely around Centrelink which can be a nightmare to manage yourself. If you are looking for tailored personal advice, she is your person.

Jason and the team have looked after me with friendly, personalised and professional service for years. Jason takes care in how to best look after your interests.

My wife and I met with Brad and were completely happy with our particular outcome. Brad was able to advise us of everything we needed to do to ensure our retirement was going to plan, he answered all my questions and was extremely professional and polite and very easy to talk to.
Very happy with the outcome
Highly recommend

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!

My Husband and I have been with Blueprint wealth since 2007 and have Dee Chan as our advisor, she has gotten to knows us so well and understands financial needs we would highly recommend this company everyone is always friendly and happy to assist. Thanks for all your assistants and help over the years Dee.
Anna-Maree & Mick

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

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!

Dee Chan is amazing, professional, knowledgeable and extremely personable.
We are eternally grateful for all of the help and advice she has given, Dee has always gone above and beyond to make sure our finances are secure.
The advice and direction has helped improve our financial standing.
Thank you

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 own
Thank 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.

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!

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.

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 guidance
Rhonda Sarti

I have had the pleasure of having business dealings with Brad at Blueprint Wealth for the last couple of years. Brad has been truly outstanding. Highly professional & competent with great communication skills to really understand what is important to me. I could not have asked for a better level of service or expert advice. Highly recommend.

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 like"another client or number" he really took his time with me and explained thing well. Thanks again Jason.

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.

From the Financial planning team handling our Superannuation and insurances to the Mortgage Broker team making sure we are receiving the best deal and the front of office reception team it has always been a pleasure to deal with Blueprint Wealth

Jarryd was a lot of help and gave me some really useful advice on how to invest my money. They're definitely being fair and welcoming to you and doing their best to keep you as a long term customer. I wasn't even charged for the visit! Very happy

We have been clients of Blueprint for almost 10 years now and greatly appreciate the financial advice and support from Daniel, Kate and all the team at Blueprint.