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No time like the present for WA firm s national expansion

Perth-based financial advice firm The Wealth Designers is looking to ‘seize the opportunity’ of national expansion across Australia, as the firm looks to open new offices across the country in 2024.

New south walesWestern australiaTroy macmillanWealth designersGeneration advisoryMoney managementDawn thomas

Rising cost of living leaving women over 50 concerned

Rising cost of living leaving women over 50 concerned
starcommunity.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from starcommunity.com.au Daily Mail and Mail on Sunday newspapers.

Australian seniorsWealth designersDawn thomas

A year of M&A for licensees

2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers.

New south walesWestern australiaNathan jacobsenFoster raffanJames hirdGarry crolePaul barrettKeith cullenHugh humphreyAustralian football leagueCentrepoint allianceFinancial servicesAdvice reviewMoney managementClearview wealthBruce edmunds

PSK makes first WA acquisition

PSK Private Wealth has acquired Perth advice business Sage Financial Group as it expands its national footprint.

Western australiaGiles wadePaul asprosTroy macmillanJohn oneillPeter tuckerSage financial groupSage financialJohno neillSouth australiaGeneration advisoryWealth designers

AZ NGA CEO on the ripe M&A landscape for financial advice

Speaking to Money Management, AZ Next Generation Advisory’s chief executive Paul Barrett has outlined the firm’s plans to quadruple its size to become Australia’s leading professional services company, having already completed 14 M&A transactions this year.

Western australiaNew south walesPaul barrettFoster raffanAzimut groupGeneration advisoryWealth designersRose partnersVirtual businessBusiness partners

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