thinking:
from A-Z
It’s time to ditch the licensee moniker because it fails to capture the importance and value of the broad services and solutions they increasingly provide, AZ NGA’s Paul Barrett writes. Three years ago, I penned
AZ Next Generation Advisory (“AZ NGA” or the “Group”), a professional advisory firm, has entered a strategic growth partnership with funds managed by Oaktree Capital Management L.P., (“Oaktree”), a leading global investment management firm specialising
Azimut backed Professional services group, AZ NGA, and advice business services group, Entireti (formerly Fortnum Private Wealth) have entered a strategic partnership with AMP Limited (AMP) that will transform the advice industry landscape and create
Giving up control can lead to even greater control, but taking the first step can be confronting to business owners who may not see the long-term benefit and it can lead to strong M&A opportunities
Our organisation
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