Minchin Moore, Edney Ryan Wealth Management merge

Edney Ryan Wealth Management, the advice arm of Edney Ryan Group, will merge with Minchin Moore Private Wealth, operating under the latter's Australian financial services licence.

Both firms are headquartered in Mosman, NSW, and will maintain a close working relationship, providing clients with access to a broader range of services and advice across Sydney, Melbourne, Brisbane, Adelaide and regional NSW.

Edney Ryan Group will remain a separate business specialising in accounting, legal and mortgage services, it said.

Notably, the announcement follows Minchin Moore's merger with Queensland-based Brand Financial in August 2024.

Minchin Moore managing partner Mark Minchin (pictured) said the combination reflects a natural alignment between the two teams, with similar values, advice philosophies and client relationships at the core of each business.

"This is about bringing together two businesses that already think in very similar ways about advice and client relationships," he said.

"We've each built firms we're proud of, with a strong focus on doing the right thing for clients over the long term. By coming together, we can build on that foundation and continue to deliver consistent, high-quality advice for the families and organisations we serve.

"The team at Edney Ryan Wealth share our values, professional ethos and advice philosophy, and our client bases are very well aligned. This is an exciting partnership for our clients, people and business."

Minchin said it is now aiming to build a generational advice practice that provides continuity for clients across generations.

Edney Ryan Wealth Management managing director Kate O'Brien, who will transition into the role of principal adviser for Minchin Moore upon the completion of the merger, said it will strengthen both businesses on what they already excel on.

"We've always placed a strong emphasis on relationships, trust and thoughtful advice," she said.

"Minchin Moore shares that same approach, which made this a natural fit. The merger allows us to combine our experience and depth; while staying true to the way we've always worked with clients."

Meanwhile, Integro Private Wealth has also announced that it is merging with Lighthouse Capital Southwest located in Bunbury, opening a new office at the region.

The partnership will support Integro's focus on expanding the firm's presence across the nation and deepens capability through integrated advice solutions.

Integro Private Wealth managing partner Justin Gilmour said the firm will continue to look at opportunities to grow the business, through both referral partnerships and the further acquisition of existing advice practices nationwide.

"As part of our growth journey, we are always looking at opportunities to broaden our reach across Australia, including along the east coast. By welcoming the team, we are also strengthening our adviser capability and extending our reach into a key agricultural and regional hub," Gilmour said.

As part of the merger, Lighthouse Capital Southwest financial adviser Travis Edwards joins Integro as partner and private wealth adviser after nine years at the business. He has over 17 years of experience across the financial services industry, including with NAB and Geographe Financial Group.

The presence of Edwards in the Southwest will play a key role in delivering integrated financial advice solutions to farming clients through the Aviso WA network, Gilmour said.

He added Integro's current partnership with AMD Chartered Accountants will be key to enhancing locally delivered financial advice in the region.

"Our expansion of the Integro team in Bunbury strengthens our shared commitment to supporting regional businesses, families and farming communities," he continued.

"Clients in the broader Southwest region will benefit from greater access to dedicated local advisers who understand the unique needs of regional communities, supported by seamless collaboration.

"This integrated approach enables better coordinated wealth management, retirement planning and financial protection strategies, helping to deliver better long-term outcomes."

Last year, Integro appointed a head of advice to support and explore opportunities for its East Coast expansion.