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About Blueprint Finance

Independent financial advice for Kiwi homeowners, first home buyers, property investors, and business owners — across mortgages, insurance, and KiwiSaver. FSP1006023.

Book a 15-min call Email Blueprint Finance

Blueprint Finance is a licensed financial advice provider based in Ellerslie, Auckland. Our directors run a team of registered financial advisers, loan writers, and support staff who help over a thousand Kiwis a year navigate mortgages, insurance, and KiwiSaver decisions.

We're accredited with 30+ lenders, insurers, and KiwiSaver providers — so you get genuine choice rather than a single bank's product set. Lenders pay us when a loan settles, which means our mortgage advice is generally free for you.

How Blueprint Finance Started

Director Daniel Lipman tells the story — from a shoebox office in Ellerslie to the team we have today.

Who We Are

Blueprint Finance Limited (FSP1006023) holds a licence issued by the Financial Markets Authority (FMA) to provide financial advice services. Our insurance arm, Blueprint Protect Limited, has its own disclosure statement for insurance-specific advice.

We're a deliberately independent firm — owner-operated and not tied to any single bank, insurer, or KiwiSaver provider. Every adviser holds at minimum a Level 5 Certificate in Financial Services, and most hold relevant degrees on top of that.

  • Office 3/381 Great South Road, Ellerslie, Auckland
  • Phone 0800 769 108 / 021 269 2779
  • Email support@blueprintfinance.co.nz
  • FSP number FSP1006023 (Blueprint Finance Limited)
  • Hours Mon–Fri, 8:30am–5:30pm. Evenings & weekends by appointment.

For full details on our fees, commissions, conflicts of interest, and complaints process see our Public Disclosure Statement.

Directors & Advisers

The directors and advisers of Blueprint Finance — the directors each run their own advice practice, and every adviser shares the firm's lender relationships, compliance team, and back-office support.

Meet the whole team

Get in touch

Whether you'd like to book a call, send a message, or stop by the office — here are every way to reach us.

  • Office: 3/381 Great South Road, Ellerslie, Auckland.

    Phone: 0800 769 108 or 021 269 2779.

    Email: support@blueprintfinance.co.nz.

    FSP number: FSP1006023 — Blueprint Finance Limited holds a licence issued by the Financial Markets Authority (FMA) to provide financial advice services.

    Meetings are by appointment, but you're welcome to drop in during office hours.

  • Book a 15-Minute Chat

    The simplest way to start — a no-obligation call with one of our six advisers.

    Choose a time

  • Send a Message

    Email us with your situation and an adviser will come back to you within one business day.

    Email Blueprint Finance

  • Call Us

    Prefer to speak to someone now? Our reception team can point you to the right adviser.

    0800 769 108

Blueprint Finance Limited (FSP1006023) holds a licence issued by the Financial Markets Authority (FMA) to provide financial advice services. For full details on our fees, commissions, conflicts of interest, and complaints process see our Public Disclosure Statement. Insurance clients should refer to the Blueprint Protect disclosure statement.