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Showing 1 - 4 of 4 results for "Foster Raffan iPlan"

AZ NGA forms strategic partnership with Qld advice firm

MATTHEW WAI  |  FRIDAY, 12 SEP 2025
... shareholder last year. The transaction was finalised in December. In March, Eureka Whittaker Macnaught and Foster Raffan iPlan - both part of AZ NGA - merged to form a large, multi-disciplinary firm serving around 2500 clients.

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
Eureka Whittaker Macnaught (EWM) and Foster Raffan iPlan have merged to form a large, multi-disciplinary firm serving around 2500 clients. The merged firm is home to 44 employees, including 20 financial advisers, and operates in six locations across ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... also be strengthened with this merger," he said. In recent transactions, AZ NGA acquired a 42% interest in Foster Raffan iPlan. It bought a stake in accounting and advice firm McLean Delmo Bentleys in February and SCM Financial Group last November. Commenting ...

AZ NGA acquires stake in Sydney advice firm

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
AZ NGA has acquired an economic interest of 42% in Foster Raffan iPlan, to support the business in its growth and expansion endeavours. Based in North Sydney, Foster Raffan iPlan specialises in wealth management and retirement planning and is led by ...
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