Founded in 2009, Blueprint Advisory Services is an independently owned financial services business. Blueprint provides a range of financial services to suit you.
We are interested in what you want, what makes you tick, your goals. What gets you going? We want to know your financial and personal dreams, however wide and varied. And we want be there as they change over time.
We will devise - and continue to adjust - a strategy to get you as close as possible to where you want to be. The plans will be as flexible as possible to deal with lives little challenges.
As a client of Blueprint, you will have the opportunity to work with advisers who are passionate about their role and enthusiastic about helping you obtain a successful outcome.
It's your choice. Your Future.
Anna-Marie Robertshaw (Principal Adviser)
Anna is the principal financial adviser at Blueprint and will readily admit that she loves her work. Whether trying to solve the puzzle of putting together a retirement plan, or consulting with business owners on the structure of a business protection plan, the process is challenging and the results highly rewarding.
Since starting in the industry in 1998, Anna has gained extensive experience through the many changes in legislation during that time, working with a wide variety of clients and working on an even larger spectrum of financial problems.
Placing the highest value on being able to see the issues from your perspective, Anna prides herself on providing empathetic advice. She believes that it is often not the achievement of great financial wealth alone that we strive for - but what that wealth can give us. This is in terms of lifestyle goals (travel, private schooling, a comfortable lifestyle, property, cars, fashion) and peace of mind (via risk management and insurance).
Anna has several undergraduate qualifications and a Masters of Business (Financial Planning) to her name. She has also successfully completed the FASEA Adviser Exam and is an Accredited Aged Care Professional. Her personal skills have been further developed through past volunteer experience in emergency services and animal welfare, and more recently, as the mother of two boys.