We have been dealing with Blueprint Wealth for many years and are extremely happy with their overall service. Dee Chan has been individually and personally looking after us for the last 6 years having been 'in the background' prior to that. We have always found her to be professional, amiable and easy to deal with. We trust her implicitly and do not hesitate in highly recommending her services.
I have dealt with Jason Laming now for a few years, his professionalism and expertise in his field really shines through. Our finances are on track to be a future success.
Thank You from David Fletcher.
Both my wife and I have had the pleasure of having Greg Major and his team at Blueprint Wealth develop a truly comprehensive financial planning strategy that addresses all our goals and needs. Without the expertise of the Blueprint Team we would not be in the position we are in today. We are so impressed with every aspect of their service and look forward to working in partnership with them for many years to come.
Dee explains everything in simple terms we understand. She is honest and straight forward when questioned. We feel she is trustworthy. Always friendly and happy to take our calls if you we have an issue.
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
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
Very professional, high level of communication, always on top of things... even when I'm not. Jason is a fantastic advisor; knowledgeable, helpful, and very personable. Would certainly recommend!
Honesty and Integrity' are the first things that you feel. Then the sound advice during a meeting gives you confidence you are on the same page with your goals. I look forward to our meetings, very professional with an easy quality..
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.
Dee Chan has been my financial adviser for a number of years. She is pleasant, outgoing and very efficient. I have been more than pleased with the results. As well as her extensive knowledge of the finance industry, she is willing to go the extra mile and it is very satisfactory to have an adviser who is more a friend than a service provider.
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