Built on belief:
proven through action.
AZ NGA was established in 2014 to bring genuine long-term investment to Australia’s advice profession.
Since then, we've backed ambitious entrepreneurs, supported succession and growth, and completed more than 200 transactions across some of Australia's leading advice and accounting businesses. Today, we bring together 700+ advisers, accountants and brokers, overseeing $38B in assets under advice.
Meet our Leaders.
Our leaders are bringing us closer together, strengthening our Super firms and building the capability to deliver on our ambition.
Paul Barrett
Founder & Group CEO
Nathan Jacobsen
Chief Operating Officer
Chesne Stafford
Chief Growth Officer
Julian Dodman
Chief Financial Officer
Yasemin Onat
Head of M&A
Tanya Dawson
Chief People Officer
Paul Brain
Founder & Partner Growth
Tony Carter
Head of Business Transformation
Adelaide
12:35am
Looking out to
the road
ahead
Our organisation
afs
ags
aspire
Blackwood
b2b
blueprint
Catalina
certe
coastline
cranage
dunsford
ejm
eureka
farrow hughes
financial LP
financial decisions
fwa
ga
gfg
intend
miq
nestworth
oreon
pfg
precept
psk
hurwitz
kellaway
lifestyle
matthew
mp+
mtp
ontrack
ottavo
people+partners
pride
priority advisory group
RI advice
Rose partners
scm
sterling
strat one
sfp
tempus
treysta
the wealth designers
varria
vbp
wealthmed
yarra lane
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