News Articles

Deals 16 May 2014

Wealth managers strike $670m tie-up deal

Perth financial planners and former Test cricketers John "Sam" Gannon and Craig Serjeant are set to be two of the big winners from a $670 million takeover deal that will create Australia's third largest wealth manager.

13 Feb 2013

IOOF connection puts Plan B on the front foot

PERTH company Plan B Financial Services has had four ownership models over the past 20 years, but new boss Terry Dillon argues the latest is the best yet.

Special Reports 30 Nov 2011

Sign-on fee adds zeros to base plus bonus

THREE trends stand out when the salary packages of newly appointed chief executives at Western Australian companies are examined.First,the bigger the company the higher the salary.

21 Apr 2011

Plan B to acquire QLD-based My Adviser

Perth-based financial adviser Plan B Holdings has taken a 33 per cent stake in financial planning dealership My Adviser for $980,000 as part of a full takeover of the Queensland-based company over the next two years.

02 Aug 2010

Plan B takes 100% interest in Strategic

Perth-based wealth management firm Plan B Group Holdings has moved to full ownership of Melbourne based advisory business Strategic Financial Management.

19 Apr 2010

Pearce steps down as MD of Plan B

Perth-based wealth management firm Plan B Group Holdings says managing director Denys Pearce will step down from the company immediately.

23 Feb 2010

Recovering markets boost Plan B's profit

Financial planning firm Plan B Group Holdings is optimistic about the remainder of the current financial year after it today reported a 31.8 per cent lift in its first-half net profit.

17 Dec 2009

Fund manager buys more Plan B

Microcap fund manager Acorn Capital has increased its stake in listed Perth-based financial planning firm Plan B Group Holdings to control almost 10 per cent of the voting power.

13 Oct 2009

Market lift boosts Plan B Group's FUMA

The general improvement in investment markets has lifted Perth-based Plan B Group Holdings' funds under management, administration or advice by 12.5 per cent in the September quarter.

Government 20 Aug 2009

Plan B has tough year as stocks fall

The state's only listed financial planning firm, Plan B Group Holdings, suffered a tough year as falling equity markets eroded profits right across the financial services sector.

Government 02 Jul 2009

Plan B to buy $240m book

LISTED Perth-based financial planning firm Plan B Group Holdings is finalising the purchase of Aspire Finance's $240 million mortgage book in its second transaction of the calendar year.

09 Apr 2009

Acquisition boosts Plan B Group's funds

A business acquisition has boosted Plan B Group Holding's funds under management, administration or advice by more than 18 per cent during the March quarter.

Government 26 Feb 2009

Plan B Group acquires Melbourne firm

Wealth management company Plan B Group Holdings has paid some $7 million in cash and scrip to acquire a majority interest in Melbourne-based wealth advisory business, Strategic Financial Management.

Government 18 Feb 2009

Plan B interim profit drops to $1.3m

An impairment charge to its New Zealand business and reduced levels in funds under management, administration or advice has impacted Plan B Group's earnings, which fell 52 per cent.

19 Jan 2009

Falling markets erode Plan B funds

Further declines in world investment markets have affected wealth management company Plan B Group Holding's funds under management, administration or advice.

Financial Services 15 Oct 2008

Global turmoil hits Plan B Group

The decline in world investment markets has dented Perth-based wealth management company Plan B Group Ltd's funds under management, administration or advice.

14 Jul 2008

Plan B's funds up 1.1%

Plan B Group Holdings Ltd says it is on track to achieve its existing profit forecast, after reporting that its funds under management increased by just 1.1 per cent last financial year.

Financial Services 14 Apr 2008

Plan B Group reduces 2008 profit forecast

Perth-based wealth management business Plan B Group Holdings Ltd expects its result for FY2008 will be 10% to 15% below the directors' forecast, assuming a continuation of present market conditions for the remainder of this financial year.

28 Aug 2007

Plan B records $4.3m net profit

Perth-based boutique wealth management firm Plan B Group Holdings Ltd has announced a $4.3 million net profit, over the $4.2 million forecast in the company's recent initial public offer.

09 Jul 2007

Plan B closes IPO oversubscribed

The initial public offer of Perth-based wealth management company Plan B Group Holdings Ltd has closed oversubscribed, having raised the maximum amount of $30 million.

19 Sep 2006

Plan B makes moves in NZ

Perth financial services company, Plan B, has substantially expanded its presence in New Zealand with the acquisition of a wealth management firm and a financial planning firm.

07 Oct 2003

Plan B finalises BankWest buyout

THE management of Plan B Financial Services has completed the buyout of 50 per cent shareholder BankWest.

News Articles for Plan B Wealth Management

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