Mortgages, Insurance, Kiwisaver: Free Advice Options Analysis Negotiations Applications Strategic Plans
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David Chamberlain
MD & Mortgage Adviser
FSP# 1007210
(027) 774-4336
david@blueprintfinance.co.nz
David Chamberlain
MD & Mortgage Adviser
David’s passion for finance lies in his desire to help Kiwis make informed and empowering financial decisions. As a Director and Mortgage Adviser at Blueprint Finance, he combines his 8 years of experience in mortgage advice and compliance management to deliver a seamless client experience, always aiming to make complex financial concepts accessible and engaging.
FSP# 1007210
David’s journey into financial services was driven by his fascination with the unique financial situations that touch every household in New Zealand. He loves being invited into those deeply personal conversations, helping clients find strategies that work for them and getting them excited about their financial future. His dual expertise in mortgage advice and compliance management ensures that every client interaction is not only insightful but also smooth and secure.
A notable career highlight for David was being recognized on the Top Mortgage Advisers list for two years, all while managing a team that included four other top advisers. This achievement reflects his dedication and leadership within the industry.
For David, the true reward in his work comes from witnessing those “light bulb moments” when clients grasp a new financial concept or achieve a significant milestone, like buying their first home or securing an investment property. His guiding philosophy is all about taking ownership: whether it’s admitting mistakes, finding solutions, or going the extra mile for his clients, he believes that true responsibility leads to the best client experiences.
Outside of work, David is a big fan of games and competitions, whether it’s a casual round of Cornhole, a strategic game of Risk, or a friendly match of Pictionary. He also enjoys staying active with football and volleyball, and values quality time spent with friends and family.
David fondly recalls one of his first clients who purchased a new build and invited him over for morning tea after they settled. He learned two important lessons from this experience: that new builds don’t come with curtains—leaving the house feeling like a fishbowl—and that building strong, long-term relationships with clients can lead to countless referrals and ongoing partnerships. This client became the benchmark for every relationship David strives to build.
David's competitive nature isn't limited to his professional life. While he once dreamed of being a professional footballer, he channels that same drive into helping his clients achieve their goals. If he weren’t a mortgage adviser, he would have pursued a career in professional sports, but as he jokes, his physique and coordination didn’t quite get him there!
David is eager to explore the rich history of Europe, with Rome and its ancient wonders at the top of his travel list. He’s looking forward to immersing himself in the culture, visiting historic sites, and, of course, exploring a few castles along the way.
David’s dream dinner would include Julius Caesar, Jesus, and a translator. As a lover of history, he imagines an evening filled with fascinating stories and secrets from two of the most influential figures in history—along with someone to help bridge the language gap!
Madhav Bhandari
Mortgage & Investment Adviser
FSP# 1002464
(022) 094-3606
madhav@blueprintfinance.co.nz
Madhav Bhandari
Mortgage & Investment Adviser
With over five years of experience in New Zealand’s lending market, Madhav has navigated a diverse range of lending solutions, from residential and business to secured and non-bank lending. As a Director and Mortgage Adviser at Blueprint Finance, his commitment to providing tailored financial advice has been a cornerstone of his career.
FSP# 1002464
Madhav’s journey into financial services was a natural progression from his academic background in Finance. Since university, he has delved deep into the intricacies of the NZ lending market, gaining expertise in both secured and unsecured lending. His extensive industry knowledge and a keen ability to forge long-term client relationships are among his greatest assets.
One of Madhav’s proudest achievements came in 2023, when he was ranked 14th in New Zealand in the Mortgage Adviser Awards—an impressive feat for his first year back after working with Kiwibank. His success is driven by his passion for improving clients' financial positions, whether it takes 10 days or 4 months. For Madhav, the real reward is witnessing clients achieve what they once thought impossible.
Madhav's philosophy, “Spend time like a wealthy person, spend money like a poor man,” highlights his respect for time as the most valuable resource. This mindset allows him to optimize his efficiency and deliver the highest level of service to his clients.
Outside of work, Madhav is an enthusiast of all things outdoors. Whether it’s hiking in the mountains, exploring valleys, or enjoying snow sports, he finds joy and rejuvenation in nature. His love for golf and social tennis adds to his active lifestyle, making the most of every moment.
Madhav recalls a remarkable client journey where he helped someone with poor credit, initially stuck with a non-bank lender, to purchase three properties within two years. This transformation, made possible through persistence and strategic planning, is a testament to Madhav's dedication and expertise.
A fan of thrillers with unconventional plots, Madhav’s taste in movies mirrors his approach to problem-solving—always looking for the unexpected and exploring unorthodox solutions. His dream dinner guests include Charlie Munger, Muammar Gaddafi, and Socrates, representing a blend of financial wisdom, historical intrigue, and philosophical depth.
Madhav is captivated by the natural beauty of Kashmir and dreams of visiting this breathtaking region to experience its rich cultural and geographical landscape.
Daniel Lipman
Mortgage & Investment Adviser
FSP# 558986
(021) 269-2779
daniel@blueprintfinance.co.nz
Daniel Lipman
Mortgage & Investment Adviser
Daniel’s journey into financial services began with a degree in Finance, which led him to join his brother's firm right after graduation. Over the past 9 years, Daniel’s passion for personal finance and helping clients achieve their property dreams has grown exponentially. As the Director of Blueprint Finance, he thrives on building strong relationships and guiding clients through life-changing financial decisions.
FSP# 558986
Daniel’s expertise lies in mortgage and investment advice, supported by his empathetic approach and personal experience as an investor. He vividly remembers the challenges of his first home purchase and investment property acquisition, making him especially adept at navigating these processes for his clients. Known for his personable yet firm demeanor, Daniel fights hard for his clients, ensuring they receive the best possible outcomes.
One of Daniel’s proudest achievements was helping a young client purchase his first home. Five years later, that same client returned to buy an investment property, showcasing the value of consistent, sound advice. Additionally, Daniel’s commitment to excellence has earned him a spot on the NZ Top Advisers list for three consecutive years, a testament to his dedication and impact.
Raised in a family of property investors and business owners, Daniel was surrounded by a mindset of planning for the future. This upbringing instilled in him a strong belief in financial preparedness and investment growth. Helping over 1,000 first home buyers realize their property dreams remains one of his most rewarding professional accomplishments.
Beyond work, Daniel is a history enthusiast, often found listening to history podcasts like “The Rest is History” while traveling between appointments. He’s also a passionate member of the Auckland basketball community, both as a player and a coach, and finds joy in the strategy and teamwork the sport requires.
His guiding philosophy, “Listen more than you speak,” influences his approach to client interactions. By asking the right questions and understanding his clients’ unique circumstances, Daniel delivers tailored financial advice that goes beyond the ordinary.
Earlier this year, Daniel helped a family stuck with a lender charging double the standard interest rate. After a difficult year and many failed attempts to refinance, they came to Daniel in desperation. His persistence and expertise led to securing a refinance approval, reducing their repayments by half. The joy and relief they expressed reminded Daniel why he loves what he does—making a real difference in people’s lives.
Daniel is driven by his love for family, always striving to build a legacy for his loved ones. If not in financial services, he would likely be a real estate agent, as property has always been a passion of his. His dream dinner guests include Jesus Christ, Ernest Shackleton, and Patrick Bet-David, each representing wisdom, resilience, and modern business acumen.
If given the chance, Daniel would love to reunite with his extended family in South Africa for a meaningful and memorable family gathering.
Rory McSweeney
Insurance Adviser
FSP# 740111
(027) 264-0305
rory@blueprintfinance.co.nz
Rory McSweeney
Insurance Adviser
I don’t just calculate risk. I’ve lived through it.
In the financial world, trust is usually built on institutions. I believe trust should be built on people. I’m Rory McSweeney, Director and Insurance Adviser at Blueprint Finance.
My job isn't to sell you a product. My job is to build the safety net that allows you to live life fearlessly. I know firsthand that while life is unpredictable, with the right support, you can handle anything.
FSP# 740111
Meet Rory: From the Podium to Your Corner
Most advisers talk about "what if" scenarios based on spreadsheets. For me, overcoming adversity has been my life's normal. I lost my leg below the knee at age three after an accident with a truck.
That moment could have defined my limits. Instead, it defined my drive. That drive took me all the way to the Rio 2016 Paralympic Games, where I stood on the podium as a Bronze Medalist in Javelin.
What does this mean for you? It means I don't view insurance as a "grudge purchase." I view it as the foundation of resilience. I bring the same discipline, strategy, and "never say die" attitude from elite sport to protecting your family's financial future.
My Philosophy: Advocacy, Not Sales. I know the stigma. You worry that talking to an adviser means getting sold an expensive policy you don't need. That is not how I operate.
I am an Adviser, not a salesperson. I am an Advocate, not an order taker.
I Fight For You (The $21k Story). Many people fear insurance companies won't pay out. That’s why you need an expert in your corner.
The Proof: When a client had what I felt was a legitimate claim declined, I didn't accept "no." I made my case, challenged the insurer's decision, and overturned it—securing a $21,000 payout for that family when they needed it most.
I Respect Your Wallet (The $9k Story). We are in a cost-of-living crisis. My goal is efficiency, not maximum premiums.
The Proof: I recently reviewed a client's cover and found they were paying for "fluff" they didn't need. We restructured their plan, kept their core protection solid, and saved them $9,000 over 12 months.
How Can We Work Together?
Everyone is at a different stage. I have designed three specific ways to help you, depending on where you are right now.
1. The Strategic Planner. "I don't know what I need. Help me build a plan."
If you are buying a first home, starting a family, or want to know exactly how long you could survive without income, we start here. We stress-test your finances and build a custom blueprint.
I suggest the Financial Risk Analysis Service.
2. The Action Taker. "I know what I need. Just get it sorted."
If you know you need life cover for a mortgage or key person cover for a business and just want it done fast and right, we use our express lane.
I suggest the the Fast-Track Application Service.
3. The Policy Holder. "I have insurance, but is it any good?"
If you have an old policy gathering dust, let’s check under the hood. We’ll see if it’s still relevant or if we can save you money.
I suggest an Independent Insurance Policy Review.
Beyond the Suit. When I’m not fighting for clients or analyzing policies, I’m usually keeping active—running, hitting the gym, or playing social golf (badly). I have a 1 year old daughter who is getting busier by the day which keeps me busy.
I’m a firm believer that life is too short to sweat the small stuff. Be kind, be a good person, and it’s all good.
Fast Facts:
Dream Dinner Guests: Jim Carrey (for the laughs), Julius Caesar (for the history), and Shane Warne (for the stories).
Secret Ambition: In another life, I’d be a homicide detective. I love British murder mysteries...though I suspect the real job is harder than it looks on TV!
Best Client Memory: Being invited to a client's home for a traditional Indian breakfast. It was a cuisine I loved but had never had for breakfast.
Let’s Chat.
Whether you need a complex strategy or just a second opinion on your current premiums, I’m here to help.
No sales pressure, just a conversation.
Jonathan Smith
Investment Adviser
FSP# 1005699
(027) 236-6351
jonathan@blueprintfinance.co.nz
Jonathan Smith
Investment Adviser
Jonathan’s unique journey from sports science to KiwiSaver and Investment services reflects his passion for empowering others to achieve their personal and financial goals. As an Investment Adviser at Blueprint Finance, he brings a wealth of experience and a results-driven approach to helping clients build KiwiSaver wealth and secure their financial future.
FSP# 1005699
Jonathan’s entry into finance was unexpected but has proven to be incredibly fulfilling. After completing his degree in Sport and Exercise Science, he found his true calling in financial services, where he could help clients achieve their financial aspirations. At Blueprint Finance, he values the freedom to offer personalized advice tailored to each client's unique goals, free from the constraints of a single financial institution's products.
Jonathan is qualified in both lending and investments, which allows him to serve a diverse clientele—from first-time home buyers to high-net-worth individuals. His broad experience includes helping Kiwis build investment portfolios and supporting small to medium-sized business owners in growing their ventures. His career achievements include consistently ranking in the top 5% for sales and service at ANZ Bank and maintaining a 9/10 service rating over a five-year period in a contact center environment.
Jonathan is driven by the impact he can have on his clients' lives. He believes in the importance of well-considered advice, taking into account the full financial picture to make a meaningful difference. One of his most rewarding experiences was helping a friend avoid a costly $650K mistake, a testament to his dedication and problem-solving skills.
His philosophy is centered around the idea that everyone is dealt a different hand in life, but it’s how you play that hand that matters. Jonathan believes in continually improving, whether it’s acquiring new skills, networking with the right people, or saving and investing. This approach not only guides his professional life but also inspires his clients to strive for financial success.
Jonathan fondly recalls helping an elderly client who was struggling with credit card debt and felt overwhelmed. By consolidating her debt and setting up a manageable repayment plan, he was able to help her become debt-free. A year later, she called him to express her gratitude, a moment that reaffirmed his passion for making a real difference in people’s lives.
In his younger years, Jonathan enjoyed being a card magician and a hip-hop dancer—skills that speak to his creativity and love for connecting with others. Outside of work, he is passionate about basketball, board games, and exploring the outdoors, especially discovering new waterfalls. His dream is to travel to Canada to witness the northern lights, a testament to his appreciation for natural beauty.
Jonathan’s childhood dream was to become a professional basketball player. Though life led him down a different path, his love for the game remains. If not in financial services, he could see himself pursuing this passion in an alternate universe where he’s 6’4” and injury-free.
Jonathan’s ideal dinner would include Jim Rohn, LeBron James, and Nelson Mandela—three individuals who have inspired him with their strength, philosophies, and resilience. He would relish the opportunity to learn from their experiences and gain insights into their unique mindsets.
Jonathan is captivated by the idea of seeing the northern lights in Canada. The natural wonder represents, for him, the beauty and awe of the world’s mysteries, and he hopes to experience this spectacle firsthand.
Jack Hammond
Mortgage Adviser
FSP# 1009177
(027) 244-6199
jack@blueprintfinance.co.nz
Jack Hammond
Mortgage Adviser
Jack brings a fresh energy and determined focus to his role as a Mortgage Adviser at Blueprint Finance. Driven by a passion for helping people take decisive action towards their home and financial goals.
FSP# 1009177
His journey into mortgage advice was no accident. Having set his sights on the role, Jack actively sought connections, discussing his goals openly. Within the space of a week, recommendations from both a respected property investor and a mortgage industry insider pointed him towards Daniel Lipman and the team at Blueprint Finance. A clear sign he was on the right path.
Since joining the industry, Jack has earned his Certificate in Financial Services (Level 5), with a focus on Investments and Residential Lending. He also brings first-hand experience. He bought his own home in Auckland last year and is now on the hunt for his first regional investment property. That lived experience gives him a real understanding of what clients are facing in today’s market.
Now fully accredited with a broad range of lenders – including ASB, ANZ, BNZ, Kiwibank, and Westpac, and specialists such as Resimac, Avanti, Bluestone, Pepper Money, and many others. Jack has the tools and access required to explore and analyse a wide spectrum of mortgage options for you.
Driven and practical, Jack believes in setting clear goals and taking action. It’s how he approaches his own life, and it’s how he helps clients move forward. If you are looking for someone who knows the market and knows how to get things done, Jack’s ready to help.
Jack’s background in sports, including a full-ride scholarship to Illinois State University and selection for the New Zealand U20 cross country team in 2019, has instilled in him a strong work ethic and a competitive spirit. These qualities, combined with his expertise in residential lending, allow him to offer personalised and effective solutions to his clients, ensuring they get the most value from their lending experience.
Growing up in Wellington, Jack never imagined he’d enjoy living in Auckland, but he now embraces the vibrant city and its opportunities. His approach to work and life is shaped by his belief that helping those around him succeed will, in turn, lead to his own success. This philosophy drives his commitment to providing clients with the best possible service, value, and advice.
Outside of work, Jack is passionate about football, golf, and spending quality time with family and friends. He also enjoys hosting game nights and exploring new content on YouTube, always seeking new ways to learn and stay engaged.
One of Jack’s most fulfilling experiences was helping a staff member from the primary school he attended as a child. Referred by his mother, the client was thrilled with the service Jack provided, and the connection to his roots made the experience even more meaningful. Being able to give back to someone from his community was a proud moment that reinforced his commitment to helping others achieve their financial goals.
Jack has a unique mix of interests, from competitive sports to language learning. He’s been practicing Spanish since high school and dreams of putting his skills to use while exploring South America. His personal philosophy centers around making a positive impact on those around him, both personally and professionally. If his clients succeed, he believes his own success will naturally follow.
If he weren’t in financial services, Jack would have pursued a career as a professional athlete, having always dreamed of representing New Zealand at the Olympics or playing football at the highest level. His competitive nature and dedication to excellence continue to influence his approach to work, where he strives to be the best in his field.
Jack’s dream dinner would be an intimate family affair, including his grandfathers and grandmother. His paternal grandfather served in World War II, and Jack would love to learn more about his experiences. His maternal grandfather, who passed away when Jack was two, is remembered through family stories, and Jack would cherish the opportunity to get to know him better. His grandmother, still thriving at 95, is a constant source of inspiration, and Jack treasures the time he spends with her.
Jack’s passion for language and culture draws him to South America. He’s eager to immerse himself in the region’s vibrant communities and practice his Spanish in real-world settings, making it the perfect destination for his next adventure.
Alpana Gupta
Loan Writer
(027) 281-1506
alpana@blueprintfinance.co.nz
Alpana Gupta
Loan Writer
Alpana's journey from accounting to the financial services industry reflects her passion for helping clients navigate their financial paths. As a Loan Writer at Blueprint Finance, she brings a strong analytical background and a commitment to delivering personalized financial solutions that align with each client’s unique goals.
Alpana’s career began in accounting, but she quickly found her true calling in financial services. She realized the immense satisfaction that comes from helping clients overcome financial challenges and achieve their dreams, whether it’s buying their first home, starting a business, or planning for retirement. Drawn to Blueprint Finance for its innovative approach and client-centered ethos, she now contributes to the team with her expertise in financial analysis, product knowledge, and regulatory compliance.
Alpana’s dedication to understanding the intricacies of financial products and regulations, combined with her excellent communication skills, ensures that clients receive tailored advice and a seamless experience throughout their financial journey. Her ability to negotiate and solve problems effectively makes her a valuable asset to the team and a trusted adviser for her clients.
Integrity is the cornerstone of Alpana’s personal and professional life. She believes in working with honesty and strong moral values, which guide her in delivering the best possible outcomes for her clients. Her passion for helping others and her commitment to transparency and ethical practices make her a standout in the financial industry.
Outside of work, Alpana enjoys staying active through exercise and dancing, as well as listening to music. These activities help her maintain a balanced lifestyle and keep her motivated.
One of Alpana’s most rewarding experiences involved helping a young family secure their first home after multiple rejections. With her expertise in financial analysis and product knowledge, she was able to identify the right lending solution and guide them through the entire process. The gratitude and joy expressed by the family upon receiving their approval reaffirmed her passion for this industry and the impact she can make.
Alpana is a firm believer in mindfulness practices like yoga and meditation, which help her stay centered and focused. Her dream travel destination is Japan, where she hopes to explore the rich cultural heritage and cuisine. Sharing this experience with her daughter, Tanya, who also loves Japanese culture, would be a dream come true.
If she weren’t in the financial services industry, Alpana would have pursued a career as an accountant or a dance choreographer. Both roles reflect her strengths in precision, creativity, and discipline. However, she considers her current role to be her dream job, as it allows her to make a meaningful difference in her clients' lives.
Alpana’s ideal dinner would be a blend of intellectual and cultural influences. Although she hasn’t specified her three guests, it’s easy to imagine her choosing individuals who inspire her through their contributions to society, culture, and wisdom.
Alpana is drawn to Japan’s beautiful blend of tradition and modernity. Experiencing Japan’s art, cuisine, and rich cultural heritage firsthand is at the top of her bucket list, making it the perfect destination to explore with her family.
Priya Das
Loan Writer
(027) 285-1842
priya@blueprintfinance.co.nz
Priya Das
Loan Writer
Priya’s passion for finance and her expertise in managing the intricacies of lending processes make her an invaluable asset to the Blueprint Finance team. As a Loan Writer, she ensures that every step of the loan process is handled with precision and care, helping clients achieve their financial goals with efficiency and confidence.
Priya’s journey in the financial services industry began with a deep-rooted interest in finance and lending. Over the past eight years, she has honed her skills in financial analysis, credit assessment, and the lending process, focusing on managing critical stages such as assessments, submissions, and settlements. Although she doesn’t provide direct financial advice, her role is crucial in ensuring a seamless loan approval process for clients.
What drew Priya to Blueprint Finance was the firm’s commitment to innovative financial solutions and client-centric service. Here, she can apply her expertise to support clients’ financial journeys, aligning her work with her values of integrity and personalized service.
Priya’s approach to her work is defined by her philosophy of continuous improvement. She believes in constantly enhancing her skills and processes to provide the best possible support to the team and clients. Her attention to detail and ability to navigate complex regulations ensure that every loan submission is accurate and timely, making the process smooth and efficient for clients.
Before joining the financial services industry, Priya managed a restaurant and worked in retail. These experiences taught her invaluable skills in customer service, team leadership, and problem-solving, which she has seamlessly integrated into her current role. Her diverse background provides a unique perspective on the importance of exceptional service and efficient processes.
One of Priya’s proudest moments involved assisting a client with his home-buying journey. By managing the complex lending process and ensuring every detail was handled efficiently, she provided a seamless experience. The client was so appreciative that he joked about having her name engraved on a brick at the entrance of his new home. This heartfelt gesture reminded Priya of the profound impact her work has on clients’ lives, reinforcing her dedication to excellence.
Outside of work, Priya is passionate about Bollywood dancing, yoga, and spending time in nature. Dancing brings vibrant energy to her life, while yoga helps her maintain balance and mindfulness. Her personal philosophy of continuous improvement drives her to stay updated with industry changes and refine her methods as a lending specialist, ensuring that she contributes to the ongoing success of the team and clients.
Priya dreams of visiting Bora Bora, inspired by her unforgettable experience in the Maldives. She looks forward to exploring the stunning overwater bungalows and crystal-clear waters, making it the perfect destination for a serene and picturesque escape.
If she weren’t in the financial services industry, Priya would love to be a wellness coach, combining her passion for yoga and holistic health to help others achieve balance and improve their overall wellbeing. This role would allow her to support people in leading healthier, more fulfilling lives through personalized fitness and mindfulness plans.
Priya’s ideal dinner would include her great-grandfather, Radhanath Swami, and K. Pattabhi Jois. She would cherish the opportunity to learn about her family’s history from her great-grandfather, discuss spirituality and personal growth with Radhanath Swami, and gain deeper insights into Ashtanga Yoga from K. Pattabhi Jois.
Trina Singh
Loan Writer
(027) 408-6642
trina@blueprintfinance.co.nz
Trina Singh
Loan Writer
Trina Singh’s passion for finance is driven by her desire to help customers achieve their homeownership dreams. As a Home Loan Specialist at Blueprint Finance, she combines over 10 years of banking experience with her credit assessment and relationship management skills to provide clients with an outstanding and supportive experience.
My journey into financial services began in collections, where I issued repossession demands and developed a desire to understand the end-to-end process of finance.
I've been fortunate to have held various roles in the industry, including over 10 years in banking. Now, helping customers get into their dream home is something I'm truly passionate about, which is what led me to Blueprint Finance. My expertise lies in credit assessment and relationship management, and I love assisting our Mortgage Advisers to give clients an outstanding experience.
I'm proud of the fact I have been able to work in so many areas of this industry. From debt collection to assessment and banking, it’s a field that allows you to constantly grow and learn. What I find most rewarding is helping customers achieve their goals, whether it’s buying a first home or structuring their lending to make it work for them. My personal philosophy is to always be a good person, to be kind, and to treat everyone with respect. It’s a simple value that has proven successful in all facets of my life.
I'll never forget helping a business banking customer who was in a state of panic because they couldn't access their internet banking to pay their staff. I offered to go to each bank in the area and make the payments manually. The relief in their voice when it was all sorted reminded me how much I enjoy helping people solve problems when they don't know what to do.
Outside of work, I’m a total foodie! I love trying new restaurants and learning about the history of food through different cultures. This passion ties into my love for travel and exploring new places. I also enjoy spending time with family and friends, discovering the many hidden gems this country has to offer, and playing pool, which helps me focus and keeps my competitive edge sharp.
If I weren’t in financial services, I’d be a travel presenter on television, getting to explore the world and experience different cultures. My dream dinner guests would have to be Anthony Bourdain, his best friend Eric Ripert, and the legendary Julia Child. As a food lover, I can only imagine the stories and conversations we'd have!
The next stop on my travel bucket list is Europe. I'd love to visit Greece, France, Italy, and Spain to immerse myself in the history and culture of those ancient countries.
Timothy Brown
Head of Marketing
(021) 860-864
timmy@blueprintfinance.co.nz
Timothy Brown
Head of Marketing
Timmy looks after marketing for Blueprint. He’s focused on turning complex strategies into plain-English guidance you can act on!
With a tiny bit of hype, and no jargon, just how it works and what to do next. He keeps you up to date with newsletters, calculator tools, podcasts, and social media, connecting people with the adviser best suited to their plans.
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➊ Discuss your financial goals and needs
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Buying. Borrowing. Protecting. Investing.
Your personal adviser is here to listen to your goals, analyse the market for the best options, and execute a plan tailored specifically to your needs.
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For clients and partners to keep informed. Past guests include: David Seymour, Paul Quickenden, Alexandra Vincent Martelli and more.
