About Planner Holdings Limited (PHL)
- Founded to provide expansionary capital for selected advisory firms to make acquisitions that have the potential to enhance their NPBT
- Initially funded from Managed Accounts Holdings (MGP) cash reserves up to $5 million
- Separate from the Managed Account business, the Unconflicted managed account business model of MGP is not to be compromised
- Intention to list PHL separately from MGP two years following the first investments
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