Plan B Wealth Management

Plan B has been helping clients achieve their person financial objectives since their inception in 1986. They offer unique end-to-end service so that client’s financial requirements are met through their advisor. Plan B is a fee advice-based business that has grown its range of services which include investment management and administration, estate planning, finance and insurance. Plan B service more than 20,000 clients throughout Australia and New Zealand, and have over $1.6 billion invested through administration and investment solutions.

Plan B Group Holdings was acquired by IOOF in October 2012.