Who We Are

Our Core Principles

At the core of our philosophy is a commitment to ensuring our approach remains aligned with our clients' interests.

We were among the first Australian advisory firms to introduce a fee-for-service model. As a result, we are not aligned with any organisation and we focus on holistic financial coaching rather than product sales for third party providers.

We have an equally strong focus on meeting our fiduciary commitments through the investment process, and are independently certified by the Centre for Fiduciary Excellence as meeting global fiduciary standards.

Plan B's integrated business model spans most key points of the wealth management process and has been designed to provide clients with a comprehensive range of value adding services.

Our highly disciplined, quantitative approach to investing is designed to provide clients with a reliable long-term performance through a defensive approach to risk, broad diversification, and careful cost and tax management.

With robust systems and technology platforms structured to achieve scale and efficiency, we are able to pursue both organic and acquisitive growth opportunities.