Advice Process

Your Steps to a Better Tomorrow

Your financial plan is designed to guide you through important milestones in your life and help you achieve your long-term financial objectives. We believe that an interactive and open communication process with our clients is essential to delivering quality, tailored advice. We will work closely with you to deliver recommendations on the steps you need to take and keep you on track to realising your better tomorrow.

STEP 1

Initial consultation – Our initial meeting is focused on getting to know you and your financial situation; we discuss where you are now, where you want to be, as well as the things you want to do along the way. At this consultation we discuss your expectations while introducing you to our service and advice process. Discovering what your better tomorrow looks like is the foundation of our tailored financial plans.

STEP 2

Build your financial plan – At this stage, Blueprint Wealth brings together all of the information you provide. Our strategy team then creates a personalised financial model and develops and documents the strategies which will help you achieve your goals and objectives.

STEP 3

Presentation of your tailored financial plan – We present our recommendations to you in a written financial plan and discuss a range of possible strategies. We also outline the specific steps necessary to work toward achieving your better tomorrow. These recommendation and steps are detailed for you in a comprehensive ‘Statement of Advice’ document.

STEP 4

Implement agreed recommendations – Once you have decided upon your preferred strategy we will implement your financial plan and keep you abreast of its progress. At this stage there are a number of actions that are taken by Blueprint Wealth on your behalf, depending upon your individual plan. This includes:

o   Completing insurance requirements (eg. Medical report, blood test, etc).

o   Following up with insurance and superannuation providers.

o   Implementing investment portfolio recommendation.

o   Preparing wills, if required.

o   Undertaking a financing application.

o   Other steps as required to complete the actions outlined in your financial plan.

STEP 5

Ongoing review of your portfolio and financial plan – 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.

FIND OUT MORE

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