Plan B has always done things differently
Who We Are
Plan B is an Australasian wealth management business with a history of profitable expansion over a period of more than 20 years. From its headquarters in Perth, the Company delivers wealth management and administration services to clients across Australia and New Zealand.
The Company operates at most key points of the wealth management value chain, including strategic advice, portfolio administration, funds management, life insurance, estate planning and trust management services, providing an important point of differentiation.
Plan B has always done things differently. The company was among the first Australian advisory firms to replace commission payments with more transparent fees for service. Taking our fiduciary responsibilities seriously, Plan B Wealth Management is the first Australian company to achieve accreditation by CEFEX, an independent global certification organisation that provides comprehensive assessments of risk and trustworthiness of investment fiduciaries.
In 2002, Plan B recognised that clients’ interests would be better served by adopting a structured asset-class based approach to investing, rather than the active funds strategy pursued by many in the industry. In establishing pooled funds on this basis, not only was the company better placed to serve our clients, it also created a vertically integrated business that is distinctive in the marketplace.
The Plan B proposition has resonated with a large number of wealthy, sophisticated clients, both corporate and personal. As a result Plan B now has an established footprint in Australia and New Zealand.
The vision for Plan B is much more than being successful – it is the combined excellence and commitment to clients, staff and all other stakeholders.