Plan B is a financial advisory firm based in Christchurch, New Zealand. Originally formed in 2014, Plan B is passionate about helping people & businesses make smart decisions about money. We provide personalised solutions that cater to the unique needs of each individual client. Our mission is to simplify & demystify insurance and retirement planning for clients.
Travis has built the company with a commitment to truly listening to his clients. He understands the importance of developing a tailored plan that not only educates but also empowers clients to make informed decisions about their financial future.
When selecting the right plan, Travis works with top-rated providers, with proven track records to provide a strong offering, personalised service.
By partnering with you, we help you to protect what matters most and take care of your ‘Plan B.