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Plan B Wealth Management

Established in WA: 1986
Level 28 Central Park, 152-158 St Georges Tce, PERTH, 6000
08 9324 6000

M&A Deals

AnnouncedBidderTargetTransaction TypeTotal Value
13/07/12IOOF HoldingsPlan B Wealth ManagementTakeover$49.1m>>
23/02/12Plan B Wealth ManagementMy AdviserAsset acquisition$1.7m>>

Biography

Plan B has been helping its clients achieve their person financial objectives since their inception in 1986. Their unique end to end service ensures that all of their client’s financial requirements are met through their adviser.
Plan B is a fee advice-based business that has grown its range of services over time to meet its clients’ needs. These services include Investment Management and Administration, Estate Planning, Finance and Insurance.
They 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.
Biography last updated 23 Jun 2014

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