Financial Planning

Take control of your financial goals to achieve success

Retirement and Estate Planning

Ensure your retirement is hassle free and your estate is taken care of

Build your portfolio

Stay informed with new opportunities to build your share portfolio

Providing great financial advice, for all stages of life.

What our clients value

Financial Blueprint is not owned or have an association with any Bank, Fund Manager or other Financial Institution. Our clients trust us to deliver clear, relevant and easy to understand independent advice.

Who are our clients?

Our client base is diverse and includes: Self Funded Retirees, those planning for Retirement, Self Managed Super Fund Investors, Asset Accumulators, Share Market Investors and Government Funded Retirees.

Where do I start?

Your first visit to a Financial Adviser shouldn’t be a daunting experience -ask the questions that matter so that you can both learn as much as you can about each other.

What Is Our Experience?

Financial Blueprints’ principals Dennis Lim and Peter Warren are licenced as Authorised Representatives of ASIC approved Licensee LWP Financial Pty Ltd – an independently owned Adviser Group.

What Makes Us Different?

By not being an add-on service to a financial institution, we are free to provide unbiased independent advice tailored to your trust and comfort level. Our advice is clear and understandable with strategies that have stood the test of time.

Want To Know More?

If you are seeking advice or would like a second opinion on your portfolio please contact us to arrange an obligation free initial appointment.

Financial Blueprint Appointments

We’re here to help you take care of your Financial Future

Call on 03 5662 4155
or email:

to book your free initial appointment.

Advice without action is merely a dream...

Action without advice just passes the time...

Advice with action can help achieve your goals...

Make your hopes, passions and dreams a reality. Talk to us today.