Plan B partners Heffron for SMSF services
Plan B Group Holdings has entered into a partnership with self-managed super fund (SMSF) service provider Heffron, enabling Plan B to provide SMSF services to its clients and advisers.
Plan B executive chairman Bryan Taylor said the partnership was a strategic fit for Plan B and its clients, as well as Heffron.
The service would provide clients with greater diversity and flexibility of investments, he said.
Heffron managing director Martin Heffron said both businesses shared the same fundamental values and client-focused philosophies, and added that the partnership would provide additional opportunities.
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