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  • Everyone is Different
  • Finding Your True North
  • Seven Secrets of Successful Investing
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  • The Story So Far
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  • Media Releases & News
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• The Story So Far
• Guiding Principles
• Plan B People
• Fiduciary Standards
• Professional Licences & Memberships
• Corporate Partners and Sponsorships

That simple thought was the catalyst to the formation of the success story that is Plan B Wealth Management.

A year after the infamous stock market crash of 1987 having witnessed a total lack of empathy among financial organisations towards its clients, Bryan Taylor, Plan B's founder set out to create a new way of thinking, a new way of doing business. His objective was to create a financial services business where both the client and the advisory services firm could achieve mutual satisfaction.

Bryan adopted the slogan, "If the client wins, then we win, it's as simple as that".

Along with his colleague Craig Lubich, Bryan Taylor set about building a new type of business. In Perth, Western Australia, the pair began trading as Precedent Financial Services which would later (2001) change its name to Plan B.

Today Plan B is one of Australia's largest integrative wealth management providers. During the past two decades we have grown both organically as well as through the acquisition of complementary financial services networks.

Plan B employs over 190 staff, delivering wealth management solutions to more than 19,000 clients in Australia and New Zealand.

Plan B is distinctive in the wealth management industry as we have our own funds management company, Plan B Trustees Limited, which has over $1.9 billion in funds under management. After researching current alternatives and at the behest of our clients we established our own fund management company because that was the only way that we could:

• Capture market returns effectively
• Diversify efficiently
• Minimise turnover costs
• Defer tax liabilities
• Avoid unrewarded risk

Complementing Plan B's growth, is the ever increasing access to our proprietary tools such as True North through a growing, global network of licensed representatives and partners with offices in USA, UK, Europe and Asia Pacific. Plan B is also well poised to take advantage of any global opportunities that may arise.

For further information please download  the Plan B Corporate Brochure.