Corporate Solutions
Executive Advisory Service
Companies need commitment and engagement from management and key personnel. As a result, many executives work long hours and lead busy lifestyles. So while senior managers are helping an organisation achieve its financial goals - their own personal financial objectives are often neglected. In fact, our research shows less than 5% of all senior executives have their financial affairs ‘in order’.
Not having enough time to manage their own affairs results in executives making investment decisions driven by emotion or tax. Their portfolios are often constructed and implemented in an ad hoc way, without a clearly defined strategy.
We believe the best approach is for organisations to provide their senior executives and management with access to expert strategic financial advice as a part of their overall employment benefits.
Why Plan B?
- Plan B has been providing this service to company executives for 15 years. We are experienced in addressing the range of complex issues consistent with busy executives.
- Plan B has a tailored solution that combines "strategic direction reporting" along with "innovative solutions" to help the executives reach their financial & lifestyle goals.
- Plan B works on a fee for service basis only and our advisers are paid by salary - they do not receive any kick backs or commissions.
- Plan B uses "probability modelling" as opposed to "possibility modeling" via our True North technology.
- Plan B utilises global best practice investment and implementation strategies.
Benefits to your Organisation
The Plan B Executive Advisory Service can benefit your organisation through:
- Retention and attraction of key individuals.
- Increased effectiveness and productivity of key executives.
- Helps reduce executive stress.
- Financial clarity for key executives.
- Overall enhancement of corporate culture.
Our Clients
Wesfarmers | Rio Tinto Iron Ore | Woodside Energy | Alinta Ltd | Bunnings | OmniSTAR |
Argyle Diamonds | AngloGold | Ashanti | Consolidated Minerals | Worley Parsons | Transfield Worley |
We can put you in touch with representatives from the above organisations to speak on our behalf.
Testimonial video
View a short testimonial video from our senior executive clients below.If you believe your organisation could benefit from our Executive Advisory Services, please contact Terry Dillon, Manager Executive Advisory Services on (08) 9214 4965 or terry.dillon@planbonline.com.