Who We Are
PFS has its origins in Plan B, one of Australia's and New Zealand's most successful wealth management companies.
With an outstanding track record achieved over 20 years, and more than $1.5 billion of client funds under management, Plan B is committed to the principles of asset-class investing. These principles demonstrate that the selection of asset classes, rather than stock picking or market timing are what determines a consistent longer term investment performance to clients.
Access to Plan B's asset class investing approach was once restricted to wealth management advisers working within the company. But as financial planners throughout Australia and New Zealand are increasingly looking to transition their clients into asset class portfolios, Plan B has made its investment services available to independent wealth management advisers through PFS.
Whilst asset class investing provides the key advantages of delivering superior longer term investment outcomes, with greater certainty and less risk, PFS offers a complete financial planning and practice management solution that is called the Affinity Partner Program (APP) (See: What we do).
The APP allows participants to focus on generating better outcomes for their clients while they in turn increase the capital value of their business. PFS offers a turn key solution to their back office support mechanisms.