Summary

Who we are Blueprint Financial Specialists Pty Ltd (Blueprint) is a ‘strategy based’ financial planning firm. Our office is based on the mid north coast of NSW. We have clients in Brisbane, Port Macquarie, Mudgee, Sydney, Canberra, Melbourne and Hobart. We are privately owned and operated. Blueprint is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd (Lifespan). Our senior adviser, Jan Prescott, is an Authorised Representative of Lifespan. Jan has over twenty-eight years’ experience in financial planning. She looks after small business owners, individuals and self managed superannuation funds. Our mandate We work alongside our clients as a strategic partner. We strive to offer a professional service with integrity, ingenuity and insight. Our advice process We offer a consultative advice process with an emphasis on blending our experience and strategic advice with your unique personal perspectives and business/personal skills. This partnership allows us to work with you to align your life goals with what is important to you. The quality of your lifestyle and the opportunities available enable you to choose from a well researched range of financial solutions. We spend quality time listening, assessing and asking relevant questions so that we gain an in-depth understanding of your important issues and concerns. This style of advice helps you determine how we can add value to and enhance your own situation. Our role is to help guide you in establishing the framework for making informed decisions. This process provides you with quality financial advice and measurable outcomes. Our clients Our clients include general practitioners, professionals, senior public servants, executives, business owners and self funded retirees. Our services We offer a wide range of business and personal services including:  financial planning  wealth creation strategies  debt restructuring (working alongside a Mortgage Broker)  self-managed super fund set up and ongoing advice  investment property purchases (working with a Property Broker)  direct equity investing (via a Broker)  aged care consulting  superannuation We also work alongside your estate agent in helping you look after your investment properties if you want us to. Our professional referral network We work with other professionals in the provision of our services to clients. Where appropriate, we work with your existing advisers. These could include your accountant, solicitor, stockbroker or banker. We have aligned ourselves with specialists in the following areas: estate planning, legal services, aged care consultants, investment property selection services and insurance. Our adviser professional associations Jan Prescott’s certifications include:  Certified Financial Planner (CFP®) through the Financial Planning Association (FPA)  Specialist Self Managed Super Fund Adviser® (SSA®) through the Specialist Self Managed Super Funds Association (SMA)  Tax Financial Adviser through Tax Practitioners Board. If you would like to contact our adviser, please call Jan Prescott on 0410 689 667. Her email address is [email protected].