Sentry continues growth strategy
Sentry Financial Group has acquired a 50 per cent interest in the Western Australian financial planning group Planwise Financial Services, increasing its authorised representatives to 143 and continuing its national growth strategy.
Sentry chief executive Murray Hills said the dealer group would continue to support the succession plans of its advisers and practice managers who wanted a smooth process to help them exit the industry, and would ensure continuing business activity, service and support for departing advisers’ clients and staff.
“We are confident that Planwise will continue to grow and the Sentry management team will work … to improve the business and capitalise on future growth and marketplace opportunities.”
“Sentry has clear and assertive growth objectives and will continue to pro-actively seek acquisition opportunities. We will also support our adviser network to increase the value of their business by implementing practices and processes that enhance their operational efficiency, profitability and client offering,” Hills said.
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