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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
Advice platform, AZ NGA has acquired integrated financial planning, accounting and wealth management firm, Financial Decisions, strengthening AZ NGA’s footprint on Sydney’s northern beaches and expanding its capability and capacity to serve high net worth
Advice platform, AZ NGA has entered a strategic partnership with Sydney Financial Planning in a deal that delivers both succession and business growth solutions to the 38-year-old firm. Founded in 1988 by Bill Bracey, Sydney
Advice platform, AZ NGA, has entered a strategic partnership with Adelaide-based accounting and financial planning firm, Oreon Partners, marking a significant step forward in expanding AZ NGA’s presence in South Australia and supporting Oreon’s continued
Our organisation
afs
ags
aspire
Blackwood
blueprint
Catalina
certe
cranage
dunsford
edge
ejm
eureka
farrow hughes
financial LP
foster
fwa
ga
gfg
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