Ongoing Service

Our high standards of customer service live beyond the implementation of your financial plan. In addition to your Blueprint Wealth Financial Planner you will be appointed a Financial Planning Associate who will coordinate all aspects of the advice process; working alongside you to ensure our service delivery is convenient, consistent and exceeds your expectations.

Where appropriate we will communicate with your accountant, solicitor or other business partner to update them on changes made to your position. This is part of the holistic service we offer and it is aimed to make your life as easy as possible.

In addition to regular phone call correspondence, 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. If you are overseas we will conduct these meetings via video conference. You will also receive our annual newsletter, updated strategies via our website and invitations to our face-to-face and online seminar program.

At Blueprint Wealth we pride ourselves on the long term relationships we have with our clients. We have established three levels of service to suit the differing needs of our clients for ongoing service. Our introductory Silver service ensures that your most essential advice needs are met through ongoing annual consultations with our senior advisors. Our full service Platinum package delivers the most extensive advice platform, quarterly meetings and a host of included services.

Contact us for more information about which Ongoing Service Package is right for you.