Meet the Team

At Blueprint Planning, we place a great deal of emphasis on recruiting highly motivated and professionally qualified staff to ensure the highest standards of service. We invest heavily in the professional and personal development of our team in order to ensure that our staff remains abreast of changing conditions and new opportunities. This puts you in the best position to take advantage of changing government regulations or market developments.

Our planners bring skills from a range of backgrounds, ranging from aviation to academia, which enables us to provide a wide range of ideas to you. The innovative atmosphere of Blueprint is supported by high standards of professional training that ensure our planners are among the most qualified in the business.

Blueprint Planning has a dedicated advisor and case manager system, which ensures there are always at least two people that you can contact directly for enquiries. The advisor is responsible for setting the overall strategy for your financial plan. Your case manager works with you to ensure that you are on track with your plan and implementing your advisor’s advice.

We invite you to learn more about each of our staff members and how they can help you attain financial independence.

Building Wealth Through Knowledge

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