Our first meeting is about listening and understanding you – your background, current circumstances, values and future goals. Our experienced financial advisors at Blueprint Wealth will also discuss your attitudes to money and investing, whether you’re seeking holistic advice or guidance on a specific area.

Following the Initial Meeting, and where we believe advice will place you in a better position, we confirm the scope of advice to be provided and the applicable fees and charges. Once agreed, we proceed with preparing your advice that is tailored to you.

There may be additional information required before we can begin developing your Advice document, such as copies of statements on your superannuation fund, insurance policies and other financial details.

With any investing involved, your Financial Advisor will work with you to establish your risk profile and investment timeframe. We will then consider which asset classes, such as shares, property and fixed interest, are most appropriate for your circumstances.

During this stage, your Financial Advisor analyses your situation in details, explores suitable strategies, and evaluates the implications of each option. This process allows us to present a well-considered and tailored course of action for you to review.

We will review the progress of your financial plan on a regular basis to ensure your goals are being met, and to provide advice should your personal circumstances, objectives, legislation or economic conditions necessitate an update to your financial plan.

Contact Blueprint Wealth for a free initial consultation with one of our financial advisors to see how we can help.

As a client of Blueprint Wealth you have an experienced and qualified team available to help you at any point. You have access to your financial planner, an associate advisor and a relationship manager who understand and know you and your situation. This structure allows us to have the resources of a larger practice with the holistic approach of a boutique firm.

Your associate adviser works closely alongside your financial planner to create your ongoing advice strategies. Your relationship manager works closely with both the financial planner and associate adviser to ensure your ongoing advice requirements are met, and is able to assist with any administration requirements you may have along the way.

We offer an annual review where we track your progress towards your financial goals, changes in your circumstances, and ensure any recommended strategies remain appropriate. Reviews may be conducted in person, via teams or phone call. We will meet with you on a regular basis to review your portfolio results against expectations and put together recommended changes to fine tune your portfolio to optimise results.

As an ongoing client any changes that arise to your personal or financial situation can be discussed throughout any point during your advice process. We track your net worth throughout the years to ensure that you’re meeting your financial needs/goals. This ensures your strategy remains realistic, forward-looking, and actionable.

Your goals are central to every recommendation and decision we make. As part of the ongoing service, we continuously monitor your progress against agreed objectives and review whether your strategy remains aligned with what you are working toward. Where required we adjust strategies to help keep you on course particularly as circumstances, markets, or priorities change. We also assist in prioritising decisions when trade-offs arise, ensuring choices are made with a clear understanding of their long-term impact. Through ongoing modelling and regular reviews we provide clarity around what is achievable and the likely timeframes involved, so you can move forward with confidence and certainty.

Examples of changes to financial circumstances can include changes to your working situation, such as a promotion, redundancy, or a reduction in work hours, as well as changes in personal circumstances like getting married or growing a family. Significant financial events such as buying or selling property, receiving an inheritance, or taking on additional debt can also impact your strategy, so it is important for us to get updated information from you as things change.
In addition, changes to health or insurance needs, including the addition of a child to the family, may require a review of existing arrangements. As you approach later stages of life, retirement or transitioning to retirement can also prompt the need for adjustments to ensure your financial strategy remains aligned with your goals and lifestyle objectives.

With access to your advice team via phone call, or email, you can rest assured that any questions you have can be handled promptly and effectively.
We pride ourselves on regular training and development of all our team members to ensure they have the knowledge and confidence to assist our clients, no matter what.

The benefits of our ongoing service model, includes our commitment to help you stay focused on your goals, with access to an experienced adviser and support team, you can rest easy with an ongoing financial strategy that serves you, for the long-term.
Cyber-security is a top-priority, and as our client, you will have access to our Client Portal, where we can securely share important documents, reports and sensitive information with you.