Inside Plan B
PFS Affinity Partners
Plan B offers a support service to independent financial advisory firms that are philosophically aligned with the group through its business to business PFS Affinity Partner Program.
As financial planners throughout Australasia are increasingly looking to transition their clients into asset class portfolios, Plan B has made its investment services available to independent wealth management advisers through PFS. Within New Zealand, asset class investing has been used by Affinity Partners for a number of years and through the Affinity Partner Program, is bought within the Plan B umbrella.
PFS offers a complete financial planning and practice management solution through the Affinity Partner Program. The program incorporates a number of services including integrated financial planning systems, portfolio reporting systems, investment management services, client management systems, practice management and development services. For more information visit: http://www.partnershipfs.co.nz/
Affinity Partners clients are looked after by that Affinity Partner, with support from Plan B as required. Currently the following groups within New Zealand are Affinity Partners of Plan B:
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