Search Results | Showing 1 - 8 of 8 results for "Wise Planners" |
| | ... backed by AZ NGA will merge to provide holistic as well as workplace financial advice. Priority Advisory Group and Wise Planners (which also operates under Lifestyle Financial Services), will operate under Priority's brand. The combined entity will ... |
| | | ... excited about the future for our staff and clients," Dunsford said. This acquisition follows AZ NGA subsidiary, Wise Planners, purchasing a $284 million client book from AFM Advisers. AFM was led by Haydon Skudder, who passed away in June and had previously ... |
| | | ... has acquired a $284 million client book, bringing the group's total assets under advice to more than $6 billion. Wise Planners, which AZ NGA acquired in 2015, bought the client book from AFM Advisers. AFM was led by Haydon Skudder, who passed away in ... |
| | | ... acquisition on 8 May 2015, when it acquired EWM. This was followed by the acquisition of; the Pride Group, LFPS FLP, Wise Planners, and Harvest Wealth in 2015; RIT, Wealthwise, Priority Advisory Group, Sterling Planners, Logiro, and On-Track in 2016 ... |
| | | AZ Next Generation Advisory subsidiary Wise Planners acquired the corporate superannuation consulting business of a North Sydney-based financial advisory firm. The purchase of Northbridge Financial Consulting from Northbridge Financial Solutions brings ... |
| | | AZ Next Generation Advisory (AZNGA) subsidiary, Wise Planners, has entered an agreement to acquire 100% of the shares of a Sydney based firm. Wise Planners will acquire Domane Financial Advisers (DFA), based in St Leonards. The firm advises over 1000 ... |
| | | ... 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, Harvest Wealth manages $166 million in funds under ... |
| | | ... Generation Advisory (AZ NGA) has taken a 51% stake in a Sydney advice firm. The agreement to acquire Chatswood-based Wise Planners includes a 49% share swap with a 10-year progressive buy-back agreement, and follows AZ NGA's acquisitions of Pride Advice ... |
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