Anna-Marie Robertshaw

Hello. I have been working in the financial services industry since 1998 and have seen many changes in legislation during that time, worked with a wide variety of clients and an even larger spectrum of financial problems. I have provided guidance and support to clients through several market downturns and through major changes in their lives (retirement, divorce, death of a loved one, planning for a baby, starting a business, receiving an inheritance).

I place the highest value on being able to see the issues from your perspective and providing empathetic advice. I believe that it is not the achievement of great wealth alone that we strive for and that satisfies us – but what wealth can afford us. This is in terms of lifestyle goals (travel, private education, a comfortable lifestyle, property, cars, fashion) and peace of mind (via risk management and insurance).

Whilst I love the relationships that I develop working with my ongoing clients, I can also provide once off advice for those for which it is appropriate. I work with clients across Melbourne, interstate and in regional Victoria (with a strong contingency of clients in the Gippsland region).

I have several undergraduate qualifications (BA, BSc, DipFS) and a Masters of Business (Financial Planning). I have successfully completed the FASEA adviser exam and am an accredited aged care professional. I have volunteered in emergency services and animal welfare and have added to my personal experience and outlook by becoming a mum to two energetic young boys, a dog and a gaggle of chickens.

Blueprint Advice is my business, and I am very proud of it. You can find out more about it at www.blueprintadvice.com.au.

I look forward to chatting with you.