Professional services group, AZ NGA, has acquired Sydney-based financial planning firm, StrategyOne Advice Network.
Established in 1984, StrategyOne is led by Managing Director, Virginia Heyer, and Senior Private Client Adviser, Duncan Derrington,
The firm specialises in wealth management, retirement planning and risk advice, and has four advisers, eight support staff and around 600 clients.
AZ NGA says that alongside Heyer, StrategyOne has an impressive pedigree of founders including financial advice pioneers Venn O’Neil, Linda Hogan, and her husband Peter Hogan, formerly Head of Technical at the SMSF Association.
Chesne Stafford, AZ NGA Executive General Manager, says StrategyOne has a strong reputation for excellent service and advice, and a team of a dedicated, capable professionals.
Heyer says the AZ NGA partnership secures the firm’s ongoing success by adding scale and enabling it to invest in the next generation.
“It is getting harder and more costly for advice SMEs to operate effectively so we sought a large, experienced partner to help future-proof our business and ensure a sustainable future,” she says.
“StrategyOne has been around for 40 years and we want to be around for another 40 years to take care of our people and clients.”
AZ NGA’s latest acquisition follows the group’s recent strategic alliance with AMP and advice business services group, Entireti, “to create a compelling offer” for AMP’s financial advisers (see: New AMP Partnership).
