How Blueprint Finance Started: From Shoebox Office to a 15-Person Team

Discover the inspiring story behind Blueprint Finance in this episode of the next Blueprint Podcast! From humble beginnings in a tiny shoebox office to a thriving 15-person team, we share the real journey of launching and growing our boutique financial services firm. Hear how we built our business from scratch, the challenges we faced, and the values that drive us—like helping clients pay off their mortgages faster and providing holistic, independent financial advice. We dive into the importance of team culture, the evolution of our services (mortgages, insurance, KiwiSaver), and why education and client-first service set us apart. Whether you're interested in starting a business, working in finance, or just want to hear a genuine growth story, this episode is packed with insights, laughs, and practical advice. Talk with an expert:Daniel (Mortgages): https://blueprintfinance.co.nz/#daniel-lipmanRory (Insurance): https://blueprintfinance.co.nz/#rory-mcsweeneyMake a change:Get a Pre-Approval: https://blueprintfinance.co.nz/mortgage-pre-approval/Restructure your Mortgage: https://blueprintfinance.co.nz/refix-restructure-refinance/Refinance an Investment Portfolio: https://blueprintfinance.co.nz/property-investment-review/See the full podcast archive: https://blueprintfinance.co.nz/the-podcast/Subscribe to download mortgage calculators: https://blueprintfinance.co.nz/poai-newsletter/