"Jan Prescott has been my financial adviser for almost 10 years. During that time she has provided me with sound and professional strategic financial advice and services. I have been the owner of various properties and I have a self managed superannuation fund which provides me with all my pension income.
When I first met Jan, I had just paid off my house mortgage but had no idea what to do next to secure my financial future. Jan listened to my plans, goals and the level of risk I was comfortable with. I now have a strong financial portfolio that gives me peace of mind and I can relax and enjoy my retirement.
I look forward to our regular meetings to review the performance and strategies within my SMSF and our continued friendship."
Ruth L, Self-funded Retiree, Melbourne
November 2017 (Client since 2008)
Michael and Marianne D
“My husband and I started using Blueprint Financial Specialists in 2010 on the recommendation of a friend. At the time we had four children in high school and were struggling with our cash flow.
Prior to our first get together, Jan Prescott asked us to complete a Client Questionnaire. At our first meeting she asked us about our goals and plans and then helped us map a way forward. This included a way to improve our cash flow, reviewing our various financial arrangements and setting us up for the future.
Over the last seven years, with Jan’s help and advice, we have been able to buy three investment properties, pay down debt, and establish a good cash buffer. Together we reviewed our cash flow, insurances, Wills and Powers of Attorney, and home loans. Over time we were referred to a helpful law firm, a mortgage broker and a property broker. At our regular meetings, Jan explains clearly what we will be working towards financially for the next six to twelve months.
We are Private Clients of Blueprint. They provide ongoing support with helping us look after our investment properties and all facets of our financial affairs. We feel secure now that, with Jan’s guidance, we will be comfortable in our retirement.”
Michael and Marianne D, Wealth accumulators, Canberra
“Janet Prescott changed the way I think about and deal with money and thereby changed my life. In the 20 years she’s been advising and guiding me, I have transitioned from barely surviving pay to pay and trying to figure out how to buy an ex-husband out of our home, to enjoying a comfortable debt-free life. She took me places I’d never imagined going, such as buying an investment property and maintaining a diverse stock portfolio; she helped me achieve my stated goals of keeping my home and of never again worrying about money.
Jan’s honest, contemporary and tailored advice and guidance is worth every cent I’ve paid her. And her patient and clear explanations helped me understand her advice. I did the hard work she required of me and changed my bad money habits. I would not have been able to retire comfortably in my own home at 60 without listening to, and taking, her advice.”
Jenny C, Self-funded retiree, Canberra,
Nick and Nicky R
"We were referred to Jan Prescott by our nephew 9 years ago and have never looked back. Jan has tailored and structured our finances, and at the same time, created and consolidated our wealth with a systematic and comprehensive approach. Her individual, professional and friendly service is much appreciated.
We have no hesitation in recommending Blueprint Financial Specialists to colleagues, friends and family - in fact, we already have."
Nicky & Nick R, Wealth accumulators, Canberra
“Jan Prescott and the staff at Blueprint Financial Specialists Pty Ltd were introduced to my wife and me at a time when we were accumulating and managing various assets with a long-term goal of supplementing our employer pensions. We believed that we could do everything ourselves. Jan was able to convince us of the real advantages of consolidating our funds and assets into a Self-Managed Super Fund. She has been active in helping us set it up and working alongside us to look after the Fund.
With initial and ongoing advice around balancing asset classes, market opportunities, choosing a Fund accountant and investment platforms, they have assisted us with building an effective retirement fund and pension stream. An important part has been helping us conform with the Superannuation and Tax laws and dealing with the requirements involved with running an SMSF.
In looking back over the advice process since we sought help, we have learnt a huge amount; it has been an eye-opener. Their service has always been friendly and professional.”
Bernard M, Self-funded retiree, Canberra