Market-leading wealth management business solutions for independent financial advisory firms.

Partnership Financial Services (PFS) is a wholly owned subsidiary of Plan B Group Holdings Limited (Plan B) - a vertically integrated ASX-listed Australasian wealth management business.

PFS delivers unparalleled support to the front, middle and back office of advisory firms across Australasia.

We work with firms, or ‘Affinity Partners', who are aligned with Plan B's values. These values include a client-centric approach and a commitment to best-practice, fiduciary excellence and the principles of asset-class investing.

Through our end-to-end business solutions, Affinity Partners gain access to the client and investment management services that have made Plan B one of Australia's leading wealth management firms.