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Showing 1 - 5 of 5 results for "Lifestyle Financial Planning Services"

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 ...
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