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  • Meet Our Wealth Managers
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Below is a list of our Wealth Managers. A disclosure statement, free of charge, is available on request.

To contact a wealth manager or to request a disclosure statement please contact our Client Services Team on 0800 377 333 or info@planbonline.com.

Campbell Cormack

BCom AFA
Campbell has over 12 years of financial services experience with Vero, Westpac and an American firm with interests in New Zealand.  He takes pride in delivering truly personalised strategies to his clients and is empathetic to their needs for a realistic and flexible approach.

Campbell is married with three children and enjoys golf, fly-fishing and watersports in his spare time.

Don Low

Dip VFM ANZIV MNZIPIM AFA
Don is a graduate of Lincoln University with over 30 years in financial services in Northland. Don has been in the financial planning industry for twelve years and with his wealth of knowledge in property valuation, lending and business management, Don is well placed to advise clients with their wealth management needs.

Don is married to Robyn with a family of two, and is a member of the North Auckland Valuation Tribunal. When not assisting clients Don enjoys the Northland coast diving, fishing and kayaking.

Fraser Boddy

BCom  AFA
Fraser has extensive experience in the business community having spent 40 years with the Fletcher Challenge Group. He is a trustee of a number of charitable trusts and has recently retired from the boards of both CCS Disability Action National and Auckland, and as a trustee of the Jubilee Trust. Fraser has been a Wealth Manager with Plan B since 1 March 2002.

Michael Beech

CFA BCom AFA
Michael is a CFA Charter holder, the global benchmark for investment professionals. He began his investment career in 1999 working as an institutional fund manager for Tyndall Investments. Michael has been working with Plan B since 2006 providing wealth management solutions for families, private clients and charities.

Michael is married with two children and enjoys golf and the outdoors.