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Showing 1 - 10 of 40 results for "AZ NGA"

AZ NGA recruits chief operating officer

JAMIE WILLIAMSON  |  WEDNESDAY, 8 DEC 2021
... the new year, spearheading the group's expansion plans. Graham McGeagh has been with Countplus since 2018 but will join AZ NGA as its chief operating officer in early 2022. In doing so, he will replace Paul Brain who recently took on additional responsibilities ...

Wealthwise acquires holistic advice firm

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
Wealthwise continues to expand its presence, acquiring a 34-year-old financial advice firm. AZ NGA-backed Wealthwise has acquired Complete Financial Solutions, which provides holistic financial advice, as well as lending and mortgage broking services. ...

AZ NGA acquires regional advice firm

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... AZ Next Generation Advisory has acquired a regional financial advice firm with $250 million in funds under management. AZ NGA is expanding to the New South Wales Hunter Region by acquiring RI Newcastle and Lower Hunter for an undisclosed amount. RI Newcastle ...

AZ NGA takes stake in boutique

ANNABELLE DICKSON  |  WEDNESDAY, 8 SEP 2021
... acquisitions. The capital will be used as soon as possible to build scale and capacity to Cranage. The partnership will also see AZ NGA provide board, governance and management support. AZ NGA chief executive Paul Barrett said the transaction highlights ...

M&As to create super advice firms

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... "advice mega firms" in the near future, a new white paper suggests. According to a new report by AZ Next Generation Advisory (AZ NGA), the collapse of the vertical integration model has opened up opportunities for cashed-up buyers. "In the next 12-24 ...

AZ NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
AZ Next Generation Advisory (AZ NGA) has acquired two Queensland-based financial planning firms. Blue Harbour Financial Partners (formerly Bridges Brisbane Bayside) and Henderson Matusch Group brings the network to a total of 79. Blue Harbour, which ...

Specialist advice businesses optimal: Barrett

ELIZA BAVIN  |  THURSDAY, 10 SEP 2020
... 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 need to structure their business ...

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
... truly rise when the heat's on and that's what's happening." Barrett said that in the case of one transaction AZ NGA was negotiating as the pandemic struck, he watched the executive band together after the lockdown to reduce salaries and begin ...

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 ...
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