Plan B is one of Australia's largest integrated wealth management advisory firms. The group exists in order to help individua ... ls achieve their financial and lifestyle objectives with more certainty, less risk and greater control. Plan B Group Holdings Limited is an Australasian wealth management business that listed on the Australian Securities Exchange in July 2007. PlanB headquarters are in Perth, and have provided comprehensive wealth management services to sophisticated, high net worth clients since 1986. Plan B have wealth management advisory ventures operating across Australia and New Zealand, including several affinity partners operating under the Partnership Financial Services brand. read more