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Ready or Not?
Size matters, to fulfill the financial advisory needs of all Australians, the need for bigger, better and well-resourced firms is surely a question we need to ask.
Our new white paper – Ready or Not advocates that the blueprint for a Super firm is based on five essential components. They are a compelling employee value proposition, client value proposition and shareholder value proposition, a defined enterprise architecture and healthy corporate culture.
Ready or Not will help you define your position and plan for the future.
Please fill out the form to get your free copy of the latest white paper:
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Melbourne
8:50pm
Open to
endless
possibilities
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