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Showing 1 - 4 of 4 results for "Merchant Wealth Partners"

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
... Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The joint venture known as "Investco" will inject an initial $3.5 million into the newly formed national group ...

WT Financial enters JV with Merchant Wealth

ELIZA BAVIN  |  MONDAY, 31 MAR 2025
WT Financial Group has entered a 50/50 joint venture with Merchant Wealth Partners to invest in Australian financial advice practices. The newly established entity - WTL & MWP Investco (Investco) - intends to provide strategic growth capital to high-potential ...

Coast Advice teams up with New York private investment firm

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
... Australian financial services firm, which has 15 advisers and 2500 clients nationwide, has partnered with Merchant Wealth Partners to support its growth. In a statement, Coastal Advice said the partnership will "unlock invaluable opportunities" for growth ...

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
... building it from no staff to 26 full-time. It busted me." Burridge is the chair of Treysta, a partner at Merchant Wealth Partners Australia, and director of Premier SMSF Solutions.
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