Who we are
Blueprint Financial Specialists Pty Ltd (Blueprint) is a ‘strategy based’ financial planning firm. Our office is based on the mid north coast of NSW. We have clients in Brisbane, Port Macquarie, Mudgee, Sydney, Canberra, Melbourne and Hobart.
We are privately owned and operated. Blueprint is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd (Lifespan). Our senior adviser, Jan Prescott, is an Authorised Representative of Lifespan.
Jan has over thirty-two years’ experience in financial planning. She looks after small business owners, individuals and self managed superannuation funds.
We work alongside our clients as a strategic partner. We strive to offer a professional service with integrity, ingenuity and insight.
Our advice process
We offer a consultative advice process with an emphasis on blending our experience and strategic advice with your unique personal perspectives and business/personal skills. This partnership allows us to work with you to align your life goals with what is important to you.
The quality of your lifestyle and the opportunities available enable you to choose from a well researched range of financial solutions. We spend quality time listening, assessing and asking relevant questions so that we gain an in-depth understanding of your important issues and concerns. This style of advice helps you determine how we can add value to and enhance your own situation.
Our role is to help guide you in establishing the framework for making informed decisions. This process provides you with quality financial advice and measurable outcomes.
Our clients include general practitioners, professionals, senior public servants, executives, business owners and self funded retirees.