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.
Other benefits of the Plan B Executive Advisory Service are:
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 email@example.com.