Inside Plan B
Plan B People
CEO NZ: John Atkinson
John is the CEO of Plan B Group Holdings in New Zealand. Prior to this John held the position of Plan B Group Holdings, Head of Marketing and Business Development where John guided Plan B’s marketing to current and prospective clients. John has previously held senior management roles in the Caribbean and Australia. He has a Bachelor of Business Studies, Dublin City University; a Master of Business Studies, University College Dublin.
Our Wealth Managers
At the heart of Plan B are the wealth managers and their teams. Their purpose is to help you define your wealth management goals, to deliver a considered strategy to realise those goals, and to provide long term support on your journey to turn your vision into reality.
So, what kind of person is a Plan B wealth manager?
Given the importance of their role, Plan B goes to great lengths to ensure we recruit wealth managers whose values are aligned to our own, and who will contribute to our client-centric culture. In particular, the Plan B wealth manager:
- Will act in an ethical manner with honesty in all transactions.
- Is sincere in the conviction of adding value and always acting with integrity.
- Is not satisfied with today's thinking.
- Is innovative, striving to provide the best service to clients.
- Seeks fulfilment from making a positive difference to clients' lives.
Our wealth managers abide by best practice regulatory requirements, which requires rigorous study and extensive industry experience. Our wealth managers keep abreast of regulatory and legislative changes and adhere to the highest fiduciary standards.
It is important to understand that your wealth manager is supported by a team to help meet your individual needs. In the long term you can be confident Plan B will provide you with a seamless continuity of service over your lifetime.
Click here to meet our wealth managers.
Directors
Our Board of Directors are committed to the belief that an organisation can be successful by giving primacy to the interest of its clients. Their blend of skills and extensive industry experience drives a focused and ethical approach to financial services.
The Plan B Group
Plan B employs over 200 staff throughout New Zealand and Australia, providing superior financial advisory and funds management services to our valued clients. The quality of our people is a corner stone of the current and future success of our clients. We strive to attract and retain the best people and to enable them to succeed. It is only through our exceptional people that we can deliver exceptional service.
A disclosure statement is available on request, and free of charge.
Please contact info@planbonline.com.