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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.
2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers.
PSK Private Wealth has acquired Perth advice business Sage Financial Group as it expands its national footprint.
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.
For the first time in years, the financial advice market is seeing tailwinds rather than headwinds, according to Forte Asset Solutions director Stephen Prendeville.