Advice Process

At Blueprint, we follow a 7-step quality advice process to implement your individual financial solutions. This is supported by our unique ongoing service program which ensures the longevity of your financial plan. Innovative technologies are also at the forefront of what we do and our ongoing investment in these areas will ensure you receive the same high level of customer service no matter where you are in the world.

The 7-Step Quality Advice Process

1. Initial Consultation
We will discuss your expectations and introduce you to our services and advice process.

2. Information Gathering
We will collate the information you provide and seek any further information you may need.

3. Identifying your Goals and Current Position
We will align your goals with your current position based on Steps 1 & 2.

4. Develop Strategies for Wealth Accumulation and Protection
Our team will develop strategies for your unique position and goals, whilst minimising tax and investment risk.

5. Explore the Recommendations with You
We will present our recommendations to you as part of a written plan and discuss possible options.

6. Implement the Agreed Upon Recommendations
Once you decide on your preferred strategy, we will implement your financial plan and keep you updated on its progress.

7. Review your Portfolio and Financial Plan
We will regularly review the progress of your portfolio against your objectives and provide advice should your circumstances or goals change.



Building Wealth Through Knowledge

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