What Our Clients Say

"Retirement is a daunting time for many people. Often the transition from working to retiring is not without complications. Blueprint helped us to retire with minimal stress and regularly update us on important changes"

We have a number of Self Managed Superannuation Fund clients who utilise our services in the accumulation phase of their investments and require similar guidance on the transition to pension phase.

Our referral to Blueprint Planning has been beneficial to our clients who have been impressed with the technical expertise, and professionalism of Blueprint Planning; and our practice has benefited from the technical feedback on a specialised and evolving area ofinvestment, and the ability to service accounting clients from the accumulation phase through to the end of their pension phase.

Blueprint planning have been our financial advisers for over 5 years. The first aim was to tidy up our existing Self Managed Super Fund, improve our profitability & minimise any tax liability. Our SMSF now has a comprehensive, but easily understood Set of Rules & Product Disclosure Statement. The advice we have received has always been clear, precise & overall beneficial. Monthly at home meetings review any adjustments that may be needed because of legislation and / or changes to our investment strategy to weave through the current turmoil. Fees have never been an issue. Our decision to use Blueprint planning as our advisers has greatly reduced our costs & each year has improved our bottom line result. David’s advice has always been professional, the programme is progressive with an eye to future trends, given in a very clear & friendly manner.

"We have been clients of Blueprint Planning since 2005 and have known David Baruffi for some considerable time prior to 2005. David has assisted us with the sale of our business, establishing a corporate Superannuation Fund plus setting up and giving ongoing advice of our personal self-managed Superannuation Fund. In addition, Blueprint has provided us with an investment strategy plan that has a continual review process between us and David Baruffi which keeps us abreast of the best financial position possible. Blueprint Planning runs regular investment/Superannuation seminars, giving up-to-date strategies and investment opportunity advice. They have also assisted us with Succession and Estate planning. We enjoy the welcoming, relaxed and professional approach of Blueprint staff and have no hesitation in recommending their services."