AZ NGA secures deal with SA accounting and advice firm

AZ NGA has expanded its network of strategic partners and its South Australian footprint via a new deal with Adelaide-based accounting and financial planning firm, Oreon Partners.

First founded in 2014, Oreon Partners specialises in providing accounting, business advisory, tax and financial planning services to individuals and small-to-medium-sized enterprises (SMEs). The firm’s technology-driven capabilities also ensure clients are provided with tailored and efficient services, paving the way to nurture long-term relationships.

AZ NGA chief executive, Paul Barrett, confirmed the two business shared “cultural and strategic alignment”.

“Oreon Partners is a natural fit and we are excited to welcome the team to our community and work together to grow and achieve our goals,” he said.

“Oreon has deep, long lasting, trusted client relationships, and a collaborative and respectful culture, which has underpinned its success to date.

“It has built a strong referral network, which generates a steady stream of inbound leads, and fuels organic growth.”

Oreon Partners senior executive, Jarrad Dunn, said having the ability to tap into AZ NGA’s expansion capabilities and network power would elevate the firm towards achieving its strategic goals for the future, as well as create new opportunities for team members to better service clients.

“We are passionate about providing career pathways and leadership opportunities for our people. This partnership supports our vision to grow the number of partners and strengthen our ability to serve our clients,” he said.

“The next generation of professionals is looking for meaningful career progression without the traditional financial barriers. AZ NGA’s model is appealing because it enables emerging leaders to step into partnership roles in a way that is accessible and sustainable.

“Our partners are focused on growing the business, both organically and through strategic acquisitions. While we are not planning any exits in the near future, we are committed to creating pathways for new leaders to join the partnership and contribute to our long-term success.”