AZ NGA partners with HNW advice group

HNWI AZ NGA advice firm

17 May 2023
| By Rhea Nath |
expand image

AZ NGA has announced a strategic partnership with Rose Partners, a Melbourne-based accounting and advisory business with a high-net-worth and healthcare professional client base.

According to AZ NGA’s chief executive, Paul Barrett, the advice group was an exceptional business that brought “innovative solutions” to the market.

“Rose Partners is a high-calibre business with deep specialisation. A number of AZ NGA member firms that operate in the healthcare space have worked with the team there to support mutual clients so there is already a lot of trust and familiarity,” Barrett said.

Earlier this year, AZ NGA acquired a stake in Victorian accounting and advisory firm McLean Delmo Bentleys and in SCM Financial Group, a diversified wealth management, financial planning, accounting and finance business.

Rose Partners was established in 1976 and provided a range of business advisory services. 

Its core services span taxation, corporate consultancy, management, business and strategic planning, investment, valuations, and due diligence analysis.

Through the group’s Rose Health division, it assisted healthcare professionals looking to buy, sell or finance, including due diligence, valuations and transaction support. 

Its diverse client base also included the construction industry, retail sector, hospitality, financial services and agriculture.

Ben Simon, partner at Rose Partners, said the partnership with AZ NGA would enable the group to achieve key goals, which include creating opportunities for junior partners to buy in and accelerate expansion plans. 

He said: “We are a mature business with a highly experienced leadership team and ambitious plans to grow organically and through M&A.

“We have the right structure, processes and systems in place to drive efficiencies and growth, and we want to share our knowledge and expertise to create value for our staff, clients and business partners.”

Read more about:


Add new comment

The content of this field is kept private and will not be shown publicly.

Recommended for you



sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

adviser losses will be less severe in 2024, yes because there are next to none left. ...

2 days 2 hours ago

What does he do after three years???.He sits FEW EXAMS GETS THEM RIGHT ONCE and he can apply again promising to be a go...

3 days 21 hours ago
Ross Smith

I have been making this advocation for more than 10 years, that banning a financial adviser like this is hopeless like a...

3 days 21 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 3 weeks ago