Who We Are

Who We Are

Plan B Group Holdings Limited is a vertically integrated Australasian wealth management business that listed on the Australian Securities Exchange in July 2007.

From our headquarters in Perth, we have provided comprehensive wealth management services to sophisticated, high net worth clients since 1986.

Our comprehensive wealth management services are delivered through our own salaried advisers and via partner firms.

With our wealth management advisory ventures now operating across Australia and New Zealand, we have become a significant provider of non-aligned wealth management services within the industry.

Above all else, Plan B is committed to helping clients achieve their goals and financial objectives with more control, less risk and greater certainty.

View the Plan B Group Holdings corporate brochure.