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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. FSP# 1006023.

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 is a Licensed Financial Advice Provider issued by the Financial Markets Authority. 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# 1006023 (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.

Our Directors

The directors of Blueprint Finance — each running their own adviser practice while sharing the firm's lender relationships, compliance team, and back-office support.

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#: 1006023 — Blueprint Finance Limited, a Licensed Financial Advice Provider issued by the FMA.

    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 is a Licensed Financial Advice Provider issued by the Financial Markets Authority. FSP# 1006023. 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.