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Showing 31 - 40 of 116 results for "Financial Planning Services"

Australians more reluctant to seek professional advice

LAURA MILLAN  |  WEDNESDAY, 2 DEC 2015
... to arranging their financial matters, compared to 66% globally. While consumers are interested in financial planning services, 41% rely on friends and family, 30% rely on websites for financial information and 23% turn to a financial planner, compared ...

AZ NGA acquires sixth practice

ALEX BURKE  |  THURSDAY, 26 NOV 2015
... acquisition, following Pride Advice, CBA-aligned practices Eureka Whittaker Macnaught and Lifestyle Financial Planning Services, Financial Lifestyle Partners and Wise Planners. Based in Mildura and formed via the merging of three advice firms in 2006 ...

AZ NGA acquires $410m advice firm

ALEX BURKE  |  THURSDAY, 22 OCT 2015
... 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 was established in November 2014 and has $410 ...

AZ NGA hits $1 billion AUM after latest acquisition

ALEX BURKE  |  FRIDAY, 25 SEP 2015
... 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 over 300 clients. The practice is based ...

Independent dealers in M&A mode

ALEX BURKE  |  MONDAY, 27 JUL 2015
... 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 two advisers formerly with Perpetual Private ...

AZ NGA acquires $180m CBA advice firm

ALEX BURKE  |  FRIDAY, 17 JUL 2015
AZ Next Generation Advisory has acquired a 51% stake in Lifestyle Financial Planning Services (LFPS), which was licensed through Commonwealth Bank (CBA) dealer group Financial Wisdom. LFPS was established in 2004, services over 2,000 clients and has ...

NAB Wealth appoints Apogee GM

DARREN SNYDER  |  TUESDAY, 30 JUN 2015
... businesses across Australia that provide either integrated financial services solutions, or specialist financial planning services, to both individuals and business owners. I am confident that Brendan, along with the wider Apogee team, will lead Apogee ...

Don't rage against the machine

MARK SMITH  |  THURSDAY, 4 JUN 2015
... phones from wherever they wished. But rather than see robo advice as the death knell for traditional financial planning services, Callinan said it should complement existing services. "You can't do tax or estate planning with robo advice. There is still ...

Netwealth appoints joint managing director

LAURA MILLAN  |  MONDAY, 1 DEC 2014
... managing director, with responsibilities over the business' platform operator netwealth Investments, Financial Planning Services, Pathway Licensee Services and Bridgeport Financial Services. The group's chairman Jane Tongs said that the appointment "is ...

Paul Barrett resurfaces in partnership with Italian manager

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
... Barrett is now the chief executive officer of Next Generation Advisory (NGA), which started providing financial planning services to retail, high net worth and institutional clients in Australia in 2014. Milan-based Azimut signed an investment and shareholder ...