www.bpplanning.com.my

Company Profile

Building wealth through knowledge Your blueprint for the future…

About Us Blueprint Planning Sdn Bhd is a financial planning specialist, licensed by Securities Commission Malaysia. We are dedicated to providing individual and corporate financial planning advisory services and develop suitable solutions to clients both nationally and internationally.

The strength of our relationships coupled with the quality of our advice, is what sets us apart from other financial service providers. At Blueprint Planning, the focus is YOU. We work closely with you to build a personalised financial plan to help you to bridge the financial gap so that you may enjoy the lifestyle and dreams that you want through a process.

Our philosophy is truly embodied in our unique approach to financial planning. ‘Building wealth through knowledge’ for our clients is at the forefront of everything we do. This means applying a holistic approach 7- Steps Process) to providing solutions to the complex and important financial challenges you will face during your lifetime.

Commitment to Customer Service

Our holistic approach to financial planning involves working together with you to identify your financial and lifestyle needs throughout each stage of your life. We strive to build a strong and enduring relationship with every client and this means setting high standards of customer service. We follow a 7-step quality advice process to implement your individual financial solutions. This is supported by our unique ongoing service program, where you will be assigned a Blueprint case manager to oversee the smooth implementation of your plans. Innovative technologies are also at the forefront of what we do and our ongoing investment in these areas will ensure you receive the same high level of customer service no matter where you are in the world.

We place a high value on long-term

relationships with our clients.

By working in partnership we can

Progressively accumulate and

maintain

Your wealth for your financial security.

7-STEP QUALITY ADVICE PROCESS Step 1 Initial consultation

Step 2 Data Gathering

Step 3 Identifying goals and current financial position

Step 4 Consider strategies and develop the plan

Step 5 Plan presentation and discuss recommendations

Step 6 Implement the agreed recommendations.

Step 7 Review and monitoring

Our Services

As part of our holistic approach to financial planning, we offer an extensive suite of services to help you develop leading edge wealth accumulation strategies.

Comprehensive advisory services and solutions:

Comprehensive Financial Planning Investment Planning

Retirement Planning Risk Management Planning Income Replacement Planning

Estate Planning Tax Planning International Financial Planning Family Office

Our Team

We place a great deal of emphasis on employing professionally qualified staff to provide a high standard of advice in a very complex and technically challenging environment. Our ongoing investment in professional development and personal education ensures the Blueprint Planning team to keep abreast of changing conditions that impact on our clients’ affairs. This allows you to take full advantage of the opportunities that flow from changes to the Malaysian tax laws and Government incentive.

Get in touch with us :

Blueprint Planning Sdn Bhd (836803-W)

Capital Market Services License of Securities Commission Malaysia (SC License No: CMSL/ A0254/ 2009) Affiliated with Blueprint Planning International Sdn Bhd (1019648-K) Financial Adviser License of Bank Negara Malaysia

Unit 107, Level 1, Block 2, Laman seri Business Park, Persiaran Sukan Seksyen 13, 40100 Shah Alam, Selangor Tel (603) 5512 5845 Fax (603) 5510 5845 Email services@bpplanning.com.my

Website : www.bpplanning.com.my

Web www.bpplanning.com.my