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Showing 1 - 10 of 54 results for "AZ Next Generation Advisory"

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS | TUESDAY, 2 DEC 2025

Advice platform AZ Next Generation Advisory (AZ NGA) has partnered with Sydney Financial Planning to grow the firm's presence. Through this collaboration, AZ NGA will expand its reach in the eastern suburbs, where Sydney Financial Planning bases its ...

AZ NGA acquires majority stake in Geographe Financial Group

ANGELIQUE MINAS | TUESDAY, 14 OCT 2025

Advice platform AZ Next Generation Advisory (AZ NGA) has increased its stake in financial advice firm Geographe Financial Group (Geographe). Geographe has provided advice on superannuation, investments and insurance since 1976 for clients in Western ...

AZ NGA forms strategic partnership with Qld advice firm

MATTHEW WAI | FRIDAY, 12 SEP 2025

AZ Next Generation Advisory (AZ NGA) has partnered with MiQ Private Wealth to provide succession solutions for its retiring partners, while funding the group's future expansion plans. Established in 2015, the Queensland-based MiQ has over 50 employees ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI | WEDNESDAY, 26 MAR 2025

... locations across New South Wales and Queensland. Both firms are part of the professional advisory group, AZ Next Generation Advisory (AZ NGA). In 2024, EWM merged with Blue Harbour Financial Partners and Logiro, making the current merger the third transaction ...

AZ NGA positions for growth with key appointment

JAMIE WILLIAMSON | MONDAY, 24 FEB 2025

... Former Fitzpatricks Financial Group chief executive Jodie Blackledge is joining the leadership team of AZ Next Generation Advisory (AZ NGA). Blackledge has been appointed group chief financial officer at AZ NGA, reporting to group chief executive Paul ...

Oaktree completes $240m AZ NGA deal

MATTHEW WAI | TUESDAY, 17 DEC 2024

... earlier in September, the transaction has been finalised, with Oaktree Capital Management becoming AZ Next Generation Advisory's (AZ NGA) largest shareholder with a $240 million investment. As part of the deal, Azimut retains a strategic stake of at ...

Pride Advice acquires two Adelaide-based firms

MATTHEW WAI | TUESDAY, 8 OCT 2024

... people entering the profession, there's never been a greater need for sound and trusted advice." AZ Next Generation Advisory (AZ NGA) acquired Pride Advice in 2015, which had $180 million in assets under management at the time. AZ NGA is Pride Advice's ...

Fund manager splashes $240m on AZ NGA

KARREN VERGARA | TUESDAY, 1 OCT 2024

A global investment manager has injected $240 million in AZ Next Generation Advisory (AZ NGA) and will become its largest shareholder. Oaktree Capital Management will help AZ NGA further expand its reach as its growth and succession partner, taking ...

AZ NGA welcomes head of M&A

CASSANDRA BALDINI | MONDAY, 10 JUL 2023

AZ Next Generation Advisory (AZ NGA) has appointed Yasemin Onat to lead future mergers and acquisitions. At the same time, Andrew Symes joins as general counsel and company secretary. The firm recently added the role of general counsel role to its standing ...

AZ NGA buys stake in Melbourne advice firm

CHLOE WALKER | MONDAY, 6 FEB 2023

AZ Next Generation Advisory (AZ NGA) has expanded its Victorian footprint, partnering with accounting and advice firm McLean Delmo Bentleys. McLean Delmo Bentleys employs approximately 90 staff across wealth management, accounting, and auditing. As ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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