thinking:
from A-Z
Advice platform, AZ NGA has increased its stake in financial advisory firm, Geographe Financial Group, one of Western Australia’s oldest financial planning businesses. Established in 1976 by Bill O’Byrne, Geographe Financial Group provides holistic advice
It is profoundly amazing how surprised people are when they learn of large financial advice businesses rapidly scaling and innovating. Yet no-one seems fazed by the exponential growth of the broader wealth management industry, which
Advice platform, AZ NGA, has entered a strategic partnership with national financial advisory firm, MiQ Private Wealth (MiQ), in a deal that provides a succession solution for MiQ’s retiring partners, a pathway for future leaders
Global market research consultancy, CoreData has recognised AZ NGA chief executive Paul Barrett at the group’s financial advice awards in Sydney, naming Barrett the 2025 Industry Leader of the Year. A category of CoreData’s Annual
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What
people say about us...
The framework for growth
The transaction enabled me to take some cash off the table but the real value has been in the framework for growth and success, including quarterly board meetings and deep relationships with other business owners and CEOs.
Brett Schatto CEO, Pride Advice, Adelaide
An exciting & certain future
I can finally focus on my career without having to worry about borrowing millions to buy someone out.
Tim Easton Financial Adviser & Partner, Harvest Wealth, Geelong
Experience, scale and collaboration
AZ NGA has supported our future leaders to become business owners, accelerating the timeframe for this to happen.
Nigel Plowman CEO, McKinley Plowman, Perth
Solved our succession issues
AZ NGA solved our succession issues and brought much-needed certainty and opportunity to staff and shareholders. It has injected new life and energy into the business.
Michael Furness General Manager, Farrow Hughes Mulcahy
Clear pathway and support
For young people who are passionate about financial advice and want to be a leader in this emerging profession, AZ NGA provides a clear pathway and the support you need to get to where you want to go.
Tim Brown Financial Adviser, Blackwood Advisory, Geelong
Support to make things happen
AZ NGA have supported us through acquisitions, mergers, demergers and restructures. They helped us reach resolutions which could have dragged on without their involvement.
Lisa McPherson Partner and Adviser, Blackwood Advisory, SHEPPARTON
United in vision, values & purpose
With support from AZ NGA for the first time in many years, I have fresh air and a mandate to pursue growth on my terms.
Matt Tuohey Partner and Adviser, Blackwood Advisory, Mildura
Pipedream to reality in 18 months
Buying into a financial planning business, even a small one, is expensive. AZ NGA was able to assist and support me to achieve my goal of becoming a business partner.
Tyson Heinrich Partner and Adviser, Financial Lifestyle Partners, Melbourne