thinking:
from A-Z
Too often financial advisers and business owners come out of pricing workshops with major epiphanies. Practices should not be having ah-ha moments when it comes to pricing. Pricing has been a dominant topic of discussion
Professional services advisory company, AZ Next Generation Advisory (AZ NGA) has acquired a strategic stake in prominent mid-tier accounting and advisory firm, McLean Delmo Bentleys, as the group rapidly expands its Victorian footprint. Melbourne-headquartered, McLean
Professional services company, AZ Next Generation Advisory (AZ NGA) has appointed former Pepper Money executive Dan Heckendorf as Chief Financial Officer, as the group prepares for the next phase of growth. Heckendorf, who originally joined
The advice industry can learn a lot about attracting and retaining talent from elite nightclubs. The mystique of exclusivity creates a surge of desirability. It wasn’t that long ago that employers had all the power.
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
They worked with us
AZ NGA persevered to get a decision from shareholders and directors that had complex and competing issues making a difficult decision. They kept the pressure on us, which we needed, and they worked with us to bring about a mutually-beneficial solution for all parties.
Paul Fog CEO, Henderson Matusch, Brisbane
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, Harvest Wealth, 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, Harvest Wealth, 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, Harvest Wealth, 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