Advice platform, AZ NGA has acquired national advisory firm, Intend Financial, adding ten financial advisers and four locations to the AZ NGA community and delivering capital, expertise and scale to fuel Intend Financial’s continued expansion.

Established in 2021 by the amalgamation of three mature financial planning firms, Intend Financial has offices in Victoria, Queensland and Tasmania and is led by five principal advisers: John Moran, Zach McArthur, Jesse Nihill, Yihsing Koo and Ben Buchanan.

Over the past five years, the business has grown rapidly through M&A and organic activity.

Chesne Stafford, Chief Growth Officer at AZ NGA, said the formation and growth of Intend Financial demonstrated the power of a clear vision, unity and collaboration to build something extremely unique and valuable in a relatively short period of time.

“Advice businesses that want to grow need to scale in order to serve more clients and provide opportunities for employees, and the team at Intend Financial have done a brilliant job of expanding geographically and integrating businesses while continuing to deliver excellent service and advice to clients,” she said.

“This is a high-quality business with a loyal, growing clientbase that is supported by a group of experienced advisers and a knowledgeable team of support staff, making it an ideal business to join AZ NGA and support our rapid expansion strategy.”

Director and Principal, John Moran said: “Intend Financial’s strategic partnership with AZ NGA was the perfect next step for the business”.

“AZ NGA brings resources, expertise and fresh ideas to keep us growing and scaling.”

“Culturally, we are committed to looking after our clients and delivering excellent personal advice and service. AZ NGA shares our advice philosophy and commitment, which is why this is a strong fit.”

“This transaction will also deliver opportunities for our valued team members. We are all looking forward to the future.”

Intend Financial has 20 employees of which the majority are based in Victoria. The group provides advice on superannuation, retirement, investments, insurance and estate planning. In addition to individuals, families and business owners, the firm also works with philanthropic organisations and family offices.

For more information, please contact:

Leng Ohlsson

M: 0409 509 516

E: leng@splashcontent.com.au