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• The Story So Far
• Guiding Principles
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• 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.