Plan B Group Holdings Overview

  • Year Founded
  • 1986

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

  • Investments
  • 3

Plan B Group Holdings General Information


Provider of wealth management and advisory services. The company's wealth management and advisory services include executive advisory services, trustee services, superannuation & insurance, estate planning services and fund management, enabling customers to get quality wealth management services and get better returns.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Capital Markets/Institutions
Other Industries
Other Financial Services
Corporate Office
  • PO Box 7008
  • Cloisters Square
  • Perth, Western Australia 6850
  • Australia

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Plan B Group Holdings Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Plan B Group Holdings Investments & Acquisitions (3)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Strategic Financial Management 03-Aug-2010 000000000 Consulting Services (B2B) 00000 000
Aspire Finance 02-Jul-2009 0000000000 000.00 Brokerage 00000 000
Strategic Financial Management 26-Feb-2009 Merger/Acquisition Consulting Services (B2B) 00000 000
To view Plan B Group Holdings’s complete investments and acquisitions history, request access »

Plan B Group Holdings Subsidiaries (1)

Company Name Industry Location Founded
Strategic Financial Management Consulting Services (B2B) Glenferrie, Australia 0000
To view Plan B Group Holdings’s complete subsidiaries history, request access »

Plan B Group Holdings FAQs

  • When was Plan B Group Holdings founded?

    Plan B Group Holdings was founded in 1986.

  • Where is Plan B Group Holdings headquartered?

    Plan B Group Holdings is headquartered in Perth, Australia.

  • What industry is Plan B Group Holdings in?

    Plan B Group Holdings’s primary industry is Other Capital Markets/Institutions.

  • Is Plan B Group Holdings a private or public company?

    Plan B Group Holdings is a Private company.

  • What is Plan B Group Holdings’s current revenue?

    The current revenue for Plan B Group Holdings is 000000.

  • How much funding has Plan B Group Holdings raised over time?

    Plan B Group Holdings has raised $25.5M.

  • When was Plan B Group Holdings acquired?

    Plan B Group Holdings was acquired on 01-Oct-2012.

  • Who acquired Plan B Group Holdings?

    Plan B Group Holdings was acquired by Insignia Financial.

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