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Showing 1 - 5 of 5 results for "Merchant Wealth Partners"

US-backed firm invests in Brisbane advice group

ANGELIQUE MINAS  |  FRIDAY, 30 JAN 2026
US-backed Merchant Wealth Partners has secured a minority investment in Brisbane-based advice group Infinity Financial Consultants. This transaction will advance the firm's ambitions of playing an active role in the consolidation of Australia's wealth ...

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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