thinking:
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Advice platform, AZ NGA, has accelerated its expansion into Tasmania, completing the full acquisition of Hobart-based financial advisory firm Foundation Wealth Advisers (FWA). Founded in 1992, FWA specialises in strategic advice for retirees and pre-retirees
Advice platform, AZ NGA, has continued expanding in regional New South Wales by partnering with integrated financial planning, accounting and mortgage broking firm, Back to Back Financial Planners (Back to Back) in Young. Established in
Advice platform AZ NGA has appointed experienced financial services leader Nathan Jacobsen as Chief Operating Officer, bolstering the group’s senior leadership team as it accelerates plans to build Super firms and Centres of Excellence while
Victorian financial advice businesses, Coastline Advice and Edge Advisory Partners have announced plans to join forces to create a multi-disciplinary advice business with over 45 team members, 1500 clients and $10 million in revenue. The
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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