Blueprint is a well-established business with aspirations to continue to grow long term. We continue to invest in our people, our processes and our systems to enable us to have capacity to work with and help our clients reach their financial goals.
A referral from an existing client is the preferred way for a new client to find us. With so little independent information available, a referral from a friend or colleague makes finding a professional so much easier. As a result, we receive many referrals from our clients and treat each referral very seriously.
If there was someone you knew who required our assistance in the future, you should be aware of our Referral Policy.
- All referrals from clients are treated on a no-obligation basis. We welcome the opportunity to meet with any referrals, but there is no pressure placed on them;
- There is no initial meeting fee for clients who are referred to Blueprint;
- We maintain strict confidentiality and Privacy Policy procedures between clients and any of their referrals. We cannot discuss either party’s situation between them.
