This Privacy Statement applies to users of the website operated by Blueprint Planning Sdn. Bhd.(Co No.: 836803-W) under the domain name

We are committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement. We are also committed to being open about how we use personal information. Where our documents ask for personal information, we will generally state the purposes for its use and to whom it may be disclosed.

Blueprint Planning may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes. This policy is effective from 1st June 2009.

The personal information we collect depends on how you use this website. The main way we would collect personal information from you is if you use our site to lodge an enquiry form or correspond with us electronically.

Blueprint Planning, in its dealings with you and in the provision of financial services, may hold a variety of personal and sensitive information including:

  • Contact details
  • Tax File Numbers
  • Bank account details
  • Employment and marital status
  • Financial information
  • Health information
  • Records of correspondence between you and Blueprint Planning

The purpose of collection of your personal information will depend on the services that you ask Blueprint Planning to provide to you. We offer a range of financial planning services including superannuation, investment, retirement planning, wealth protection and estate planning. Any personal information collected from you will be used for the purpose of providing those services you elect to use.

We also require this information to understand your needs and provide you with a better service, and in particular for the following reasons:

  • Internal record keeping.
  • We may use the information to improve our products and services.
  • We may periodically send promotional email about new products, special offers or other information which we think you may find interesting using the email address which you have provided.
  • We may use the information to customise the website according to your interests.

We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online. We will not pass any of your details to another party without your express permission to do so, unless required by law.

A cookie is a small file which asks permission to be placed on your computer’s hard drive. Once you agree, the file is added and the cookie helps analyse web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences.

We use traffic log cookies to identify which pages are being used. This helps us analyse data about web page traffic and improve our website in order to tailor it to customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system.

Overall, cookies help us provide you with a better website, by enabling us to monitor which pages you find useful and which you do not. A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us.

You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of the website.

Our website may contain links to enable you to visit other websites of interest easily. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.

If you have any concerns about the information we hold or would like to view your file or would like more information on Blueprint Planning’s Privacy Policy, you can contact us contact us and we will respond within 14 days.