We are very proud of the relationships we have built with our clients over the years. Listening and gaining feedback on our services is an important part of what we do and it’s always rewarding to hear from satisfied clients. Here are just a few recent testimonials we have received.
"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"
Carl Giannini, Shelley WA
"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 tax 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."
Wendy and Bruce Hawley, Rossmoyne WA
"Blueprint planning implemented our corporate risk management plan with a high level of professionalism and a minimum of fuss"
Simon Walker, Modus Design Pty Ltd
“My husband and I first met David Powell in 1992. David provided general investment advice as well complex advice regarding the use of a family trust left to me by my first husband. Over the last 16 years the Australian Government has changed the laws relating to the use of discretionary trusts. These changes had the potential of causing my husband and I to lose a substantial part of our Australian pensions. David remained abreast of these complex changes and minimized the loss of our pensions. These changes are some of the most complex changes implemented in Australia and David demonstrated his commitment the best outcome for his clients by investing his time in this area of advice. Over the years David has become the adviser to both my son and daughter who also have complex issues. Recently my husband passed away and David and the team at Blueprint have been indispensible in their handling of my husbands affairs. Our family continues to use and recommend highly the team at Blueprint.”
Mrs Joy Hitchcock, Como WA
Emma is a Property Wealth Consultant, Acquisitions & Development Specialist with Momentum Wealth. The following is Emma's response to a seminar conducted by David Baruffi and David Powell to her clients.
I have received many positive comments since our seminar Monday night – and have two other clients who missed out who I’ll be setting up appointments for…
The information was both practical and well presented and it was a real privilege for me as a long term advisor to my clients to offer them this caliber of information. I look forward to having you speak to our clients again soon!
Emma Everett, Momentum Wealth