AZ NGA has acquired Financial Decisions to expand its influence and service capabilities on Sydney's northern beaches, targeting high-net-worth clients.
Information on the Target
AZ NGA has successfully acquired Financial Decisions, an integrated financial planning, accounting, and wealth management firm located in Mona Vale, Sydney. This acquisition marks a significant enhancement of AZ NGA's presence on the northern beaches and reinforces its ability to serve high-net-worth individuals and families effectively. Financial Decisions employs 35 staff members, including eight financial advisers, and is structured with 16 shareholders who are primarily employees or board members.
The firm specializes in providing comprehensive strategic advice and multi-generational support tailored for corporate executives, professionals, small business owners, and family offices. This expertise positions Financial Decisions as a valuable asset in AZ NGA's portfolio, allowing for a more holistic approach to client financial needs.
Access Full Deal Insights
You’re viewing a public preview of this deal. To unlock full access to ca. 50,000 other deals in our database and join ca. 400 M&A professionals who are using it daily, sign up for Dealert.
Industry Overview in Australia
The financial services industry in Australia is currently experiencing significant growth, driven by an increasing demand for personalized financial advice and services. As economic co
Similar Deals
Envest Pty Ltd → Wellington Underwriting Agencies Pty Ltd
2023
SS&C Technologies Holdings, Inc. → Mainstream Group Holdings Limited
2021
Hamilton Insurance Group → Sportscover Underwriting Limited
2015
AZ NGA
invested in
Financial Decisions
in 2025
in a Other deal