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Showing 1 - 10 of 67 results for "Paul Barrett"

AZ NGA acquires regional advice firm

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... Maitland, and Lambton, and specialises in retirement planning, estate planning, and aged care. AZ NGA chief executive Paul Barrett said this transaction marks the group's foray into the NSW Hunter Region, signalling its serious intention to build ...

AZ NGA takes stake in boutique

ANNABELLE DICKSON  |  WEDNESDAY, 8 SEP 2021
... Cranage. The partnership will also see AZ NGA provide board, governance and management support. AZ NGA chief executive Paul Barrett said the transaction highlights the firm's capacity to structure deals to meet a business' short-term and longer-term ...

M&As to create super advice firms

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... mid-tier in accounting and professional services led by entrepreneurs and not institutions. AZ NGA chief executive Paul Barrett said competition for quality assets is heating up and will only intensify in the lead up to 1 January 2026. However, M&As ...

AZ NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... director Colin Archard. AZ NGA will bring over some 19 financial advisers from both practices. AZ NGA chief executive Paul Barrett said Queensland was an important geographic area for the group and a market with exceptional professional accounting and ...

Specialist advice businesses optimal: Barrett

ELIZA BAVIN  |  THURSDAY, 10 SEP 2020
... achieving organic growth if they specialise, as opposed to generalist practices, according to AZ NGA chief executive Paul Barrett. Speaking on a WealthO2 webinar, Barrett said advice firms need to structure their business with the end in mind, adding ...

AZ NGA makes acquisition

ELIZABETH MCARTHUR  |  WEDNESDAY, 9 SEP 2020
... delivering excellent service and advice, and helping local businesses achieve strategic results," AZ NGA chief executive Paul Barrett said. "Matthews Steer exemplifies the characteristics we look for in a partner firm. It has a clear strategy, it has ...

Practice valuations avoid COVID-19 hit

HARRISON WORLEY  |  THURSDAY, 14 MAY 2020
... lines of liquidity or directly hold enough cash to pick up practices. AZ Next Generation Advisory chief executive Paul Barrett said his firm is taking note of practices which stand-out despite the many competing distractions brought about by COVID-19. ...

AZ NGA makes 64th acquisition

ELIZABETH MCARTHUR  |  THURSDAY, 30 APR 2020
... of Certe Wealth Protection for AZ NGA shares, with a progressive buy-back of these shares. AZ NGA chief executive Paul Barrett said Certe Wealth's business model positioned it strongly for growth. "Certe Wealth exemplifies the characteristics we seek ...

AZ NGA acquires Victoria practice

ALEX BURKE  |  WEDNESDAY, 15 NOV 2017
... swap of 49% of DFP equity for AZ NGA shares with a 10-year progressive buy-back agreement. AZ NGA chief executive Paul Barrett said: "I've known Mark for many years and am very pleased to welcome DFP into the AZNGA family. DFP is a fast-growing practice ...

AZ NGA assets hit $6bn with latest acquisition

ALEX BURKE  |  THURSDAY, 2 NOV 2017
... enemy fire over Holland surviving to tell the tale. Haydon was a very special man," Hall said. AZ NGA chief executive Paul Barrett said: "Our growth model is backed up by a first class mergers and acquisitions capability that we have built in house. ...
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