1. Initial Consultation
Our first meeting will be about getting to know you and your current financial position. We talk about where you are now, where you want to be and how to bridge the gap. We will discuss your expectations and introduce you to our services and advice process.

2. Information Gathering
At this stage, we collate all the information you provide and heed any further information and clarification that you may need.

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

4. Develop Strategies for Wealth Accumulation and Protection
Our team of financial experts will develop strategies for your unique position and goals, whilst minimizing tax and investment risks.

5. Explore the Recommendations with You
We present our recommendations to you as part of a written financial plan and discuss possible options. We also outline specific action plans for you to take to achieve your financial goals.

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. At this stage, Blueprint Planning will take a number of actions on your behalf to ensure smooth implementation of the plan. This includes:

• Completing insurance requirements (eg. medical report, blood test, etc).
• Following up with insurance providers.
• Implementing investment portfolio recommendation.
• Preparing wills, if required.
• Undertaking a financing application.
• Other steps as required to complete the actions outlined in your financial plan.

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.