• 
• 
  • Everyone is Different
  • Finding Your True North
  • Seven Secrets of Successful Investing
  • Our Advisers
  • Finance Solutions
  • Wealth Protection
  • Wills & Estate Planning
  • Estate and Trust Administration
• 
  • Executive Advisory Service
  • Trustee Services
  • Business Superannuation & Insurance
  • Accountants
  • Corporate Estate Planning Service
  • Native Title Trusts
• 
  • The Story So Far
  • Guiding Principles
  • Plan B People
  • Fiduciary Standards
  • Professional Licences & Memberships
  • Corporate Partners and Sponsorships
• 
  • Media Releases & News
• 
• 
• 

• The Story So Far
• Guiding Principles
• Plan B People
• Fiduciary Standards
• Professional Licences & Memberships
• Corporate Partners and Sponsorships

Partnerships

Zero Alpha Group

Founded in 1995, the Zero Alpha Group (ZAG) is an international network of independent investment advisory firms that manage a total of nearly $5 billion in assets. Members of the Group are committed to providing objective, long-term private wealth management solutions to investors, focusing on asset allocation and a structured, quantitative approach to investing. The firms in the Zero Alpha Group network share a common philosophy about investing and client service. Plan B Wealth Management joined the group in early 2006. Visit ZAG online at: www.zeroalphagroup.com.

Plan B Wealth Management New Zealand

Formerly Strategic Asset Management Limited (SAM), Plan B New Zealand provides a wide range of wealth management solutions for private and institutional investors, fiduciaries and professional service firms. Plan B New Zealand has grown to a medium sized firm with an excellent range of professional, administrative and specialist support services, servicing a network of offices throughout New Zealand. In September 2007 Strategic Asset Management re-branded to Plan B Wealth Management New Zealand. For more information visit: www.planbonline.co.nz.

Sponsorships 

WASO

Formed in 1922, the West Australian Symphony Orchestra (WASO) started its life as the Perth Symphony Orchestra, with a small group of musicians performing weekly concerts under the direction of Harold Betteridge. Today, the West Australian Symphony Orchestra is the state’s largest and busiest performing arts company.  It plays a central role in the heart of musical life in Western Australia, performing over 170 concerts each year to audiences in excess of 180 000.

Plan B have been long time supporters of WASO and are proud to present our own concert series, The Plan B Wealth Management Great Classics, eight concerts celebrating the world's best-loved music. For more information about WASO visit: www.waso.com.au.

Cycling WA - Plan B Racing Team

The Plan B Racing Team is a Cycling WA High Performance program that provides elite development opportunities for athletes, coaches and management staff within a supported team environment. It caters for both male and female athletes in Road and Track cycling and is closely linked to the Western Australian Institute of Sport (WAIS) Cycling Program. www.planbracing.com.au