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7 September 2011
Plan B appoints Andrew Black as Group CEO

15 July 2010
New years resolutions The start of a new financial year is when many people start thinking of their own financial situations. Meeting Collie clients and friends, I am asked: Where are we now? Where would we like to be? How do we get there? These are sensible questions and we all need to find our own answers.

2 February 2010
Plan B financial adviser in nation's top 10 Plan B financial adviser Yves Schoof has been named in the Top 10 of financial planner's in Australia by the Australian Financial Review.

11 August 2009
Plan B Racing member is World Junior Time Trial Champion Plan B congratulates Plan B Racing team member Luke Durbridge who has launched the Australian medal charge on day one of the 2009 UCI Junior Road World Championships in Moscow, Russia, by winning the gold medal in the U19 time trial.

4 August 2009
FPA submission doesn't go far enough: Plan B The Financial Planning Association of Australia's submission to the Joint Committee of Corporations and Financial Service Inquiry doesn't go nearly far enough according to Plan B, one of Australia's largest non aligned wealth management groups. Plan B says the reforms proposed by the FPA need to be strengthened in three critical areas:

20 August 2008
Plan B in control Boutique wealth manager Plan B has reported an increase in net profit of 11 percent, taking it to $4.8 million for the year to June, but funds under management stayed relatively flat at $1.77 billion.

11 August 2008
Plan B and AFG join forces Mortgage aggregator Australian Finance Group has teamed up with Perth-based wealth management adviser Plan B Group Ltd to offer a full range of mortgage products to customers.

14 July 2008
Plan B 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.