“There has to be a better way?”

That simple thought was the catalyst to the formation of the success story that is Plan B Wealth Management.

A year after the infamous stock market crash of 1987 having witnessed a total lack of empathy among financial organizations towards its clients, Bryan Taylor, Plan B’s founder set out to create a new way of thinking, a new way of doing business. His objective was to create a financial services business where both the client and the advisory services firm could achieve mutual satisfaction.

Bryan adopted the slogan, “If the client wins, then we win, it’s as simple as that”.

Today, Plan B Wealth Management is an integrative wealth management firm that provides a wide range of solutions for private and institutional investors, fiduciaries and professional service firms across Australia and New Zealand.

The cornerstones of Plan B’s investment philosophy lie in our close relationships with the world’s most respected academics in the field of financial economics and investment, and our ability to effectively utilize their findings to improve our service to our investors.

In tangible terms, this means our clients can have confidence in our delivery of market returns on a risk-adjusted basis and our consistency in achieving these returns over time.

The Plan B Group is one of Australia’s largest non-aligned financial advisory companies, with a core of 2100 relationship managed families, $A1.9bn funds under management and around 200 staff. The Group offers HNW individuals wealth coaching, investment administration, investment management, custodian, insurance, estate planning and administration, and general trustee services. Plan B also offers it advisory, administration and investment services to third parties across Australia and in New Zealand.

Plan B Wealth Management Australia Plan B Wealth Management was formed in the 1980s when it was formerly known as Precedent Financial Services. During the past two decades the Plan B Group has grown, in part, through the acquisition of complementary financial services networks in Australia and New Zealand.

For further information please visit Plan B Wealth Management Australia online at planbonline.com

Plan B Wealth Management New Zealand Formerly known as Strategic Asset Management, in 2006 the decision was made to merge the two companies. Today all the foundation shareholders of both companies actively meet as members of the group’s ‘Advisory Committee’, keeping abreast of international best practice and technology, and ensuring the commitment to clients is met with confidence.

For further information please visit Plan B Wealth Management New Zealand online at planbonline.co.nz