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Showing 11 - 17 of 17 results for "Eureka Whittaker Macnaught"

AZ NGA acquires $410m advice firm

ALEX BURKE  |  THURSDAY, 22 OCT 2015
... progressive buy-back agreement, and follows AZ NGA's acquisitions of Pride Advice, CBA-aligned practices Eureka Whittaker Macnaught and Lifestyle Financial Planning Services and, most recently, Financial Lifestyle Partners in September. Wise Planners ...

AZ NGA hits $1 billion AUM after latest acquisition

ALEX BURKE  |  FRIDAY, 25 SEP 2015
... and distribution Paul Barrett in late 2014, AZ NGA has acquired Pride Advice, CBA-aligned practices Eureka Whittaker Macnaught and Lifestyle Financial Planning Services, and now FLP. FLP manages over $100 million in assets, employs seven staff and has ...

Independent dealers in M&A mode

ALEX BURKE  |  MONDAY, 27 JUL 2015
... distribution Paul Barrett's firm AZ Next Generation Advisory (AZ NGA) has acquired two CBA-aligned practices, Eureka Whittaker Macnaught and Lifestyle Financial Planning Services. Similarly, Sydney advice practice Manly Financial Services (MFS) has acquired ...

AZ NGA acquires $180m CBA advice firm

ALEX BURKE  |  FRIDAY, 17 JUL 2015
... Wisdom practice of the year award in 2006, 2011 and 2014. This is AZ NGA's third acquisition following Eureka Whittaker Macnaught (also CBA-owned) and Pride Advice, both in May. Commenting on the latest acquisition, AZ NGA chief executive and former ...

Barrett firm acquires Pride Advice

ALEX BURKE  |  THURSDAY, 28 MAY 2015
... entrepreneur and a great financial planner," Barrett said. This follows AZNGA's acquisition of CBA-owned Eureka Whittaker Macnaught earlier this month, as reported in Financial Standard. "When looking at quality advice firms, we have a balanced scorecard ...

Barrett in buyout mode, acquires CBA firm

LAURA MILLAN  |  MONDAY, 11 MAY 2015
Former ANZ advice director Paul Barrett has acquired Commonwealth Bank-owned Eureka Whittaker Macnaught through his financial planning business AZ Next Generation Advisory (AZ NGA). This is the group's first acquisition, but Barrett confirmed that it ...

Whittaker Macnaught advisers to operate under Financial Wisdom

LAURA MILLAN  |  TUESDAY, 25 JUN 2013
... Macnaught advisers joining the firm, an acquisition that will double its size. The firm will re-brand as Eureka Whittaker Macnaught. "This doubles the scale of our business and is a big step in our plans for a national footprint," Eureka Whittaker Macnaught's ...
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