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Showing 1 - 3 of 3 results for "Wealth Axis"

CountPlus to acquire Challenger SMSF business

ANNABELLE DICKSON  |  WEDNESDAY, 20 OCT 2021
... "core-related" investments. The first core-related investment was the acquisition of paraplanning and administration service Wealth Axis in May. "Our preference is to make investments into activities that have a regulatory aspect or that enable/enhance ...

CountPlus acquisitions boost revenue by $9.4m

KARREN VERGARA  |  THURSDAY, 24 JUN 2021
... 107 new advisers with a focus on quality and client-centric values," he said. The acquisition of paraplanning firm Wealth Axis is expected to bring in $1.2 million in revenue, while 4Front Accountants will bring in the highest amount of $4.4 million. ...

CountPlus acquires tech solution

ELIZABETH MCARTHUR  |  MONDAY, 31 MAY 2021
... investment in a paraplanning and administration service. The listed dealer group has acquired the majority stake in Wealth Axis, which is a boutique provider of paraplanning, technology and administration support services to financial planning firms. ...
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