AZ NGA welcomes national advisory firm into network

M&A is not a 'scattergun' approach: AZ NGA

Since completing its first-ever deal over a decade ago, AZ NGA has completed more than 200 transactions but each of them carries the same purpose to scaling the advice platform, which isn't a "scattergun" approach, AZ NGA group chief executive Paul Barrett said. Speaking with Financial Standard, Barrett said there are specific components and criteria that need to be ticked off before a deal can proceed, and only as much as one in 10 deals actual…

Intend Financial Joins AZ NGA

AZ NGA has acquired advisory firm Intend Financial, adding 10 advisers and four offices across Victoria, Queensland and Tasmania. Financial terms were not disclosed. Intend Financial was formed in 2021 through the merger of three financial planning businesses and has since expanded through acquisitions and organic growth, according to AZ NGA. It employs 20 staff, […]

AZ NGA welcomes national advisory firm into network

Professional services firm, AZ NGA, has deepened its national footprint in the advice space with the acquisition of Intend Financial, bringing 10 financial advisers and four office locations into the fold. Intend Financial was singled out by AZ NGA as an “ideal business” to support its expansion strategy, given it initially formed out of the merger between three financial planning firms in 2021 and has only continued to climb rapidly in the last…