Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
10
self-reported band not used
Office countries
1
1 address
Company type
Public Company
self-reported
Description
Plan B is one of Australia's largest integrated wealth management advisory firms. The group exists in order to help individuals achieve their financial and lifestyle objectives with more certainty, less risk and greater control.
Plan B Group Holdings Limited is an Australasian wealth management business that listed on the Australian Securities Exchange in July 2007. PlanB headquarters are in Perth, and have provided comprehensive wealth management services to sophisticated, high net worth clients since 1986.
Plan B have wealth management advisory ventures operating across Australia and New Zealand, including several affinity partners operating under the Partnership Financial Services brand.
Specialties
All 1 specialty
- Wealth Management and Superannuation Administration
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU152 – 158 St Georges Tce; Perth, WA 6000Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
2 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
The people relation is never requested, so there is nothing here to unlock.
FAQ
How many people work at PlanB Group Holdings?
10 counted staff profiles at January 2026. The brand's self-reported band sits above that count and is not published as a headcount.
Where does PlanB Group Holdings have offices?
1 address on record.
Has PlanB Group Holdings raised funding?
None linked to this brand.
What does PlanB Group Holdings list as its specialties?
One tag on the brand's own list, among them Wealth Management and Superannuation Administration.
Which companies are listed alongside PlanB Group Holdings?
Six peer profiles on record: Community Care TASMANIA and Genesis Minerals Limited.