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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.
PSK Private Wealth has acquired Perth advice business Sage Financial Group as it expands its national footprint.
AZ Next Generation Advisory is to acquire a stake in The Wealth Designers as the Perth advice business seeks to have an office in every Australian capital city.
AZ NGA will acquire an undisclosed stake in a Western Australian practice that has $1 billion in funds under advice.
The Wealth Designers is expanding its footprint nationwide and internationally as it partners with a veteran financial adviser to mark its presence in Europe and the UK.