Blueprint Financial Specialists Pty Ltd is a ‘strategy based’ financial planning firm located on the mid north coast of NSW, Australia. As a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd, Blueprint offers a wide range of financial planning services to clients in various cities including Brisbane, Port Macquarie, Mudgee, Sydney, Canberra, Melbourne, and Hobart. The firm is privately owned and operated, with a focus on providing professional services with integrity, ingenuity, and insight.
Led by senior adviser Jan Prescott, who brings over thirty-two years of experience in financial planning, Blueprint caters to small business owners, individuals, and self-managed superannuation funds. The firm’s consultative advice process emphasizes blending their expertise and strategic advice with clients’ unique personal perspectives and skills. By working as strategic partners, Blueprint aims to align clients’ life goals with their values, offering well-researched financial solutions tailored to individual needs.
Blueprint Financial Specialists Pty Ltd serves a diverse clientele, including general practitioners, professionals, senior public servants, executives, business owners, and self-funded retirees. The firm’s approach involves spending quality time listening, assessing, and understanding clients’ important issues and concerns to provide tailored financial advice and measurable outcomes. By guiding clients in making informed decisions and establishing a framework for financial success, Blueprint strives to enhance the quality of life and opportunities available to each individual.