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Showing 31 - 40 of 93 results for "Paul Barret"

Specialist advice businesses optimal: Barrett

ELIZA BAVIN  |  THURSDAY, 10 SEP 2020
Advice firms hoping to succeed will have a much higher chance of achieving organic growth if they specialise, as opposed to generalist practices, according to AZ NGA chief executive Paul Barrett. Speaking on a WealthO2 webinar, Barrett said advice firms ...

AZ NGA makes acquisition

ELIZABETH MCARTHUR  |  WEDNESDAY, 9 SEP 2020
AZ NGA has acquired a wealth management firm in Melbourne as it signals plans to expand in Victoria. AZ NGA made a strategic investment in Matthews Steer Accountants and Advisors, a firm established in 1990 with six partners and 50 staff. "In Melbourne's ...

Practice valuations avoid COVID-19 hit

HARRISON WORLEY  |  THURSDAY, 14 MAY 2020
Financial advisers looking to sell their business in the midst of COVID-19 would be wise not to accept discounted offers, with experts saying the pandemic has barely touched the market. Speaking with Financial Standard, Radar Results founder John Birt ...

AZ NGA makes 64th acquisition

ELIZABETH MCARTHUR  |  THURSDAY, 30 APR 2020
AZ Next Generation Advisory (AZ NGA) has acquired a material interest in a risk advice business with offices in Sydney and Brisbane. Certe Wealth Protection is a specialist risk insurance advice business that currently employs four advisers and seven ...

AZ NGA acquires Victoria practice

ALEX BURKE  |  WEDNESDAY, 15 NOV 2017
AZ Next Generation Advisory has acquired a financial planning firm established in 1983. Dunsford Financial Planning (DFP) is led by Mark Dunsford and based in Victoria's Mornington Peninsula. Part of the Now Financial Group, of which Dunsford is also ...

AZ NGA assets hit $6bn with latest acquisition

ALEX BURKE  |  THURSDAY, 2 NOV 2017
An AZ Next Generation Advisory subsidiary has acquired a $284 million client book, bringing the group's total assets under advice to more than $6 billion. Wise Planners, which AZ NGA acquired in 2015, bought the client book from AFM Advisers. AFM was ...

AZ NGA acquires Wealthmed Australia

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
AZ Next Generation Advisory is continuing its acquisition spree with the purchase of a highly targeted and integrated financial planning business specialising in wealth management for doctors and other medical specialists. The firm signed a binding ...

AZ NGA continues acquisition spree

ALEX BURKE  |  FRIDAY, 25 AUG 2017
AZ Next Generation Advisory completed its 31st transaction in just over two years with the acquisition of an advice practice previously licensed under Charter Financial Planning. Farrow Hughes Mulcahy (FHM) currently employs eight advisers who specialise ...

Advice network buys into accounting industry

ALEX BURKE  |  MONDAY, 15 MAY 2017
An advice network nearing $5 billion in assets under management is now taking on the accounting sector with the acquisition of a full-service accountancy firm. AZ Next Generation Advisory recently acquired Peters and Partners, a firm established in ...

AZ NGA edges on $5bn with next acquisition

ALEX BURKE  |  THURSDAY, 11 MAY 2017
AZ Next Generation Advisory's acquisition of a Cairns-based financial advice practice brings the firm's total assets under management to about $5 billion. The binding purchase agreement with Menico Tuck Parrish Financial Services (MTPFS), established ...