Services

Our Structure

Blueprint Planning International Sdn Bhd focuses on delivering financial advisory based solutions through a wide range of leading providers. The company is approved by Bank Negara Malaysia (BNM) to advise on and provide both local and offshore insurance products.

Blueprint Planning International Sdn Bhd collaborates closely with leading insurance companies, investment houses, and financial platforms. By leveraging scalable proprietary automated tools, the firm identifies and filters the most suitable financial products for its clients. This innovative approach enhances the effectiveness of financial planning while streamlining product implementation.

Core Services & Offerings

Financial Advisory & Wealth Planning

Personalized strategies for asset growth and protection.

Investment Solutions

Portfolio management and investment planning tailored to clients’ financial goals.

Insurance & Risk Management

Life, health, and general insurance products to safeguard financial security.

Retirement & Estate Planning

Ensuring long-term financial stability and wealth transfer efficiency.

Services offered by Blueprint Planning International Sdn Bhd

Product Advisory

  • Independent advice on financial & insurance products.
  • Comparison of multiple providers for best fit.
  • Tailored to client’s financial goals and risk profile.

Life Insurance

  • Provides unbiased guidance to help families choose life insurance that protects against income loss due to death or disability
  • Options include term life, whole life, and endowment plans.
  • Ensures dependents’ financial security.

Investment Link Insurance

  • Combines insurance protection with investment growth.

  • Flexible premium allocation into selected funds.

  • Suitable for long-term wealth accumulation.

Takaful

  • Shariah-compliant risk sharing protection plans.

  • Inclusive of family, medical, and investment-linked takaful.

  • Ethical, transparent, and community-based.

General Insurance

  • Coverage for assets, liability, personal and business protection.

  • Includes car, motorcycle, fire, home, travel, health, personal accident, and business insurance

  • Tailored to client’s needs

International Insurance

  • Offshore protection regulated by Labuan Financial Services Authority (LFSA)
  • Tax-efficient wealth growth & estate transfer.
  • Global platform with flexible investment options

Group Insurance

  • Employee benefits coverage for SMEs and corporations.

  • Medical, life, and personal accident protection.

  • Tailored to client’s needs

Comprehensive Financial Planning

  • Holistic review of cash flow, investments, insurance, retirement, tax, and estate planning.
  • Customized strategies for long-term financial goals.
  • Aligns with regulatory standards and client needs.

Modular Planning

  • Flexible, goal-specific planning (e.g., cashflow, net worth, investment, retirement, education fund,).

  • Ideal for clients wanting step-by-step planning.

  • Allows gradual build-up toward comprehensive planning.

Services Partners and Providers

Life Insurance Company (Onshore)

General Insurance

Takaful

General and Life Insurance Company (Offshore)

The 7 Step Quality Advice Process

Ongoing Review

 We regularly review and adjust your plan to keep it aligned with your goals and changing circumstances.

Initial Consultation

We learn about your current situation, future goals, and expectations while introducing our services and process.

Presenting Recommendations

We provide a written plan, explain each recommendation, and outline the steps needed.

Defining Goals and Position

  We align your aspirations with your financial standing to set a clear foundation.

Implementation

With your approval, we put your plan into action and keep you updated along the way.

Information Gathering

We collect and verify all relevant financial details to create a complete picture of your position.

The 7-Step Quality Advice Process

We follow a structured, client-focused process to deliver clear, ethical, and results-driven financial advice.

Strategy Development

We design tailored strategies to grow and protect your wealth while managing tax and risk.

The 7-Step Quality Advice Process

We follow a structured, client-focused process to deliver clear, ethical, and results-driven financial advice.

Initial Consultation

We learn about your current situation, future goals, and expectations while introducing our services and process.

Information Gathering

We collect and verify all relevant financial details to create a complete picture of your position.

Defining Goals and Position

  We align your aspirations with your financial standing to set a clear foundation.

Strategy Development

We design tailored strategies to grow and protect your wealth while managing tax and risk.

Presenting Recommendations

We provide a written plan, explain each recommendation, and outline the steps needed.

Implementation

With your approval, we put your plan into action and keep you updated along the way.

Ongoing Review

 We regularly review and adjust your plan to keep it aligned with your goals and changing circumstances.

Initial Consultation

We learn about your current situation, future goals, and expectations while introducing our services and process.

Information Gathering

We collect and verify all relevant financial details to create a complete picture of your position.

Defining Goals and Position

We align your aspirations with your financial standing to set a clear foundation.

Strategy Development

We design tailored strategies to grow and protect your wealth while managing tax and risk.

Presenting Recommendations

We provide a written plan, explain each recommendation, and outline the steps needed.

Implementation

With your approval, we put your plan into action and keep you updated along the way.

Ongoing Review

We regularly review and adjust your plan to keep it aligned with your goals and changing circumstances.