Blueprint Wealth

We're thrilled to welcome a new addition to our team. Theuni Herath has joined us as a Relationship Manager, and will be working alongside Dee Chan and Peta Winkless. With her impressive skills and passion for economics, mathematics and finance, she is sure to make a valuable contribution to our team. We're excited to have her on board and look forward to achieving great things together! #newhire #forbetter #welcomeaboard

What an unforgettable team building day and a fantastic experience we had during our recent team building day run by Rapid Teams! At Blueprint, we prioritize the of fostering strong bonds and collaboration among our team. That's why we organized a day filled with fun, laughter, and meaningful connections. From engaging team challenges to insightful group activities, every moment was geared towards strengthening our unity, camaraderie and getting to know each other personally. Highlights of the day included: 🔹 Creative problem-solving exercises that tested our teamwork skills; 🔹 Collaborative projects that encouraged innovative thinking and communication; and 🔹 Bonding over shared experiences and stories during our team challenges. But most importantly, it was incredible to witness the genuine connections forming and the positive energy radiating throughout the day. A huge shoutout to the organizers for putting together such a memorable event and to every team member for their enthusiastic participation! Together, we've not only strengthened our bonds but also laid the foundation for even greater collaboration and success in the future. Looking forward to many more opportunities to grow, learn, and celebrate together as a team! 🚀 #TeamBuilding #Collaboration #Success #CompanyCulture

Our team was honored to have dedicated our time to a cause close to our hearts – cancer research. Today, our incredible team volunteered at the Harry Perkins Institute of Medical Research to help them prepare for the upcoming Walk for Women's Cancer. The team at the Perkins Institute do amazing research to find ways to fight cancer. Best of luck to those participating in the walk next weekend. Together, we're making strides and spreading hope. Let's continue to stand strong, advocate, and support those affected by this disease. To find out more and get involved check this out: https://lnkd.in/dkxBKH9 💖 #TeamVolunteer #CancerResearch #TogetherWeCanBeatCancer 🌟🎗️

We're thrilled to welcome a new addition to our team. Please join us in welcoming our newest team member Kosta Tsokos who joins us as an Associate Advisor. Kosta will work closely alongside Jason Laming and David Baruffi. We're excited to have him on board and look forward to achieving great things together! 👏 #NewHire #WelcomeAboard #forbetter

Shout out to our team of volunteers yesterday at Foodbank WA helping to put 5000 stickers on 20 pallets of chicken. Bit of a change of pace from the usual! Foodbank provides vital support feeding everyday people in need throughout Australia. With the cost of living increasing, 3.7 million households have run out of food in the last year. Any support you can give goes along way https://lnkd.in/gdmk6D5M

We are looking for an enthusiastic, customer service orientated person to join our team as a Relationship Manager. A Relationship Manager is the clients’ primary point of contact, responsible for client enquires, co-ordination of reviews and ongoing service. You will work closely with the Advisor team by providing case management support for clients, assisting them in implementing the recommendations and lodging their new business. If you, or anyone you know may be interested more details are below.

This week our General Manager Bree Stevens was featured on the Engine Room podcast with Andrew Rocks and the Ensombl team. The Engine Room podcast features Practice Manager and General Managers of financial planning firms sharing their journeys, their philosophy and their business knowledge with others in the industry. To learn more about Bree's experience check out the podcast here: https://lnkd.in/gpUJSteT

On Saturday night we hosted our 8th annual Girls' Night In fundraiser, raising $29,496 for the Cancer Council. Such an amazing night to come together with over 80 ladies and raise funds for an important cause. On the night we provide all the food and drinks and ask people to buy a ticket to attend so that 100% of funds go to the Cancer Council. We also have some amazing raffle and auction prizes that we sell on then night, thank you to all our generous donors for your continued support, we couldn't do it without you. Unfortunely at some stage most people will be impacted by this terrible disease. Our team at Blueprint Wealth are passionate about supporting the Cancer Council Australia to invest in research and support for those affected to make cancer history. Thank you to all those who attended on the night to raise much needed funds for the Cancer Council. Big shoutout to our team for putting it all together - Dee Chan Peta Winkless Hnin (Julia) Min Vy Nguyen Laura Barbaro

Today our team volunteered at Foodbank WA. Foodbank is Australia’s largest food relief organization, helping to feed vulnerable Australians. Demand for support in this area has tripled in the past year due to the increased cost of living impacting many families. We helped by packing veggie, meal and snack packs to be distributed. Thanks to all our team volunteers for getting involved and giving back to the community. #forbetter #foodbankWA #community

Retirement can be an exciting time, and is also reported to be one of the most stressful life events people will go through. Seeking professional advice to plan for retirement is fundamental to ensuring a smooth transition. Here is our guide to knowing the right questions to ask your Financial Advisor when planning for retirement. #retirement #financialplanning #forbetter #financial advice https://lnkd.in/ecHwN4bc