Ongoing Service

As your life changes, so should your financial plan. To make sure that you remain on track to meet your financial goals, or to plan to meet new ones, we provide comprehensive ongoing service. In addition to your Blueprint Financial Planner, you will be appointed a Case Manager to coordinate all aspects of the advice process and respond quickly to any concerns you may have. Where appropriate, we will also get in touch with your accountant, solicitor or other business partner to keep them up to date on changes made to your position.

We will also maintain regular correspondence with you through phone calls and meetings to review your portfolio results against your expectations and make necessary adjustments. If you are overseas, we will conduct these meetings via video conference. In addition, you will receive our annual newsletter and benefit from our regularly updated online resource database.

At Blueprint, we pride ourselves on the long-term relationships we build with our clients. Our aim is to provide you with reliable and trustworthy financial advice so that you can enjoy your life with the confidence of knowing that you are on track to meet your financial goals.

Building Wealth Through Knowledge

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