When investing there are a number of factors which need to be considered such as; strategy, risk, diversification, investment vehicles (direct equities / managed funds / property), goals and short and long term needs.
We analyse your needs and financial position and then recommend the most appropriate strategy, investment structure and vehicle to achieve your goals.
When investing, we understand that you need to feel secure in the fact that the person you entrust understands your needs and comfort levels and are able to choose an investment which best reflects this.
At BluePrint Advisors we can provide you with the right advice and we have access to a range of investment products and services to make the most of your time and money.
Oracle names inaugural AR of the year
Blueprint Insurance director Anthony Latouf has won Perth broker Oracle Group’s authorised representative of the year award.
Group MD Graeme Dorrell says the inaugural award recognises Mr Latouf’s commitment to compliance, client read more...
2016-17 Federal Budget Update
Concessional contributions capped at $25k each year.
Lifetime limit of $500k for non-concessional contributions.
A limit of $1.6m an individual can move to the tax-free retirement phase.
Threshold for paying additional read more...
Small business Bills pass
On 15 June 2015, the Tax Laws Amendment (Small Business Measures No. 1) Bill 2015 and the Social Services Legislation Amendment (No. 2) Bill 2015 were passed by the Senate. These Bills give effect to number of announcements from the 2015 Federal read more...