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Vista strengthens Millennial client base with strategic acquisition

Published: October 10, 2023

The financial group has announced the acquisition of a Melbourne-based planning firm servicing Millennials, less than a year since acquiring Affinia-licensed Master Your Money Now.

Source: moneymanagement.com.au

Related Topics:

South YarraNew South WalesWestern AustraliaTyson RobertsFoster RaffanVista Financial GroupOrange WealthJason ChewFinancial GroupMaster Your MoneyAffinia Financial AdvisersIronbark Asset ManagementInvest BlueGeneration AdvisoryWealth DesignersRose Partners

Vista acquires second practice

Published: October 9, 2023

Vista Financial Group has made its second acquisition this year as it eyes strengthening its presence in Melbourne.

Source: financialstandard.com.au

Related Topics:

South YarraTyson RobertChris CarlinVista Financial GroupJason ChewOrange WealthFinancial StandardMaster Your Money Now