Investment Solutions
Executive Advisory Service
The Need for Plan B's Executive Advisory Services
Companies demand complete commitment and involvement from management and key personnel. As a result most executives tend to work long hours and have busy lifestyles. Whilst senior management helps an organisation to achieve its financial goals - their own personal financial objectives are often neglected. In fact our research shows that less than 5% of all senior executives have their financial affairs ‘in order’.
Not having enough time to spend on managing their own affairs results in executives making investment decisions which are driven by emotion or tax. Their portfolios tend to be constructed and implemented in an ad hoc way, without any clearly defined strategy or plan.
Plan B believes the best approach is for senior executives and management to be provided with access to expert strategic financial advice, as a part of their overall employment benefits.
Why Plan B?
- Plan B has been providing this service to company executives for 15 years. We are experienced in addressing the range of complex issues consistent with busy executives.
- Plan B has a tailored solution that combines "strategic direction reporting" along with "innovative solutions" to help the executives reach their financial & lifestyle goals.
- Plan B works on a fee for service basis only and our advisers are paid by salary - they do not receive any kick backs or commissions.
- Plan B uses "probability modelling" as opposed to "possibility modeling" via our True North technology.
- Plan B utilises global best practice investment and implementation strategies.
Benefits to the Organisation
Other benefits of the Plan B Executive Advisory Service are:
- Retention and attraction of key individuals.
- Increased effectiveness and productivity of key executives.
- Helps reduce executive stress.
- Financial clarity for key executives.
- Overall enhancement of corporate culture.
Our Clients Include the Following Organisations
Wesfarmers Bunnings, Rio Tinto Iron Ore, Woodside Energy, Alinta Ltd, Argyle Diamonds, AngloGold Ashanti, Consolidated Minerals, OmniSTAR and Worley Parsons & Transfield Worley. We are more than happy to put you in touch with representatives from these organisations to speak on our behalf.
A short testimonial video from senior executives can be viewed below (67sec)
If you believe your organisation could benefit from Plan B's Executive Advisory Services for your key staff, then please contact Plan B on (09) 377 2232 or email info@planbonline.com.