Jan Prescott

Blueprint Financial Specialists Pty Ltd

5.00

3 Reviews

Gold

34 Yrs Experience

Port Macquarie, NSW 2444

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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.

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

5.00 June 2018

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

5.00 May 2018

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.

5.00 May 2018

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.

Adviser status Gold
Rating 5.00
Number of reviews 3
First year providing advice 1990
Years of experience 34
Highest qualification
- Graduate Diploma of Financial Planning
Language spoken
- English

Blueprint Financial Specialists Pty Ltd

Unit 3, 30 Burrawan St
Port Macquarie, NSW 2444

9:00am – 4:00pm Monday – Friday

Lifespan Financial Planning

AFSL 229892

Jan Prescott

Blueprint Financial Specialists Pty Ltd

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Blueprint Financial Specialists Pty Ltd

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Lifespan Financial Planning