Jan Prescott

Blueprint Financial Specialists Pty Ltd

Silver
32 Yrs Experience
Port Macquarie, NSW 2444
We are a 'strategy based' financial planning firm. We strive to offer a professional service with integrity, ingenuity and insight. We work with clients to help establish a framework for making informed financial decisions.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 1990
  • Years of experience 32
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Blueprint Financial Specialists Pty Ltd

Unit 3, 30 Burrawan St
Port Macquarie, NSW 2444

Opening hours

  • 9:00am – 4:00pm Monday – Friday

Licensed by

Lifespan Financial Planning

AFSL 229892

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"We were referred to Jan by our nephew 9+ years ago and have never looked back. Jan has tailored & structured our finances, and at the same time, created and consolidated our wealth with a systematic and comprehensive approach. Her individual, professional and friendly service is appreciated. We have no hesitation in recommending Blueprint Financial Specialists to colleagues, friends and family - in fact, we already have.' Nicky & Nick R, Wealth accumulators, Canberra"

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jan has been my financial adviser for over 10 years and has always listened to my plans, goals and the level of risk I am comfortable with. She has provided me with sound and professional strategic financial advice and services in the property investment and SMSF areas. This has put me in a good financial position with peace of mind to now enjoy my retirement."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Janet Prescott changed the way I think about and deal with money and thereby changed my life. In the 20 years she’s been advising and guiding me, I've transitioned from barely surviving pay to pay to enjoying a comfortable debt-free life. Jan’s honest, contemporary and tailored advice and guidance is worth every cent; her patient and clear explanations helped me understand. I did the hard work she required of me and changed my bad money habits."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

ASIC PS 146

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2003

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
The Strategist Group
Completed
2005

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate

Tax Practitioners Board (TPB)

Membership type
Member
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