AZ NGA welcomes national advisory firm into network

Professional services firm, AZ NGA, has deepened its national footprint in the advice space with the acquisition of Intend Financial, bringing 10 financial advisers and four office locations into the fold.
Intend Financial was singled out by AZ NGA as an “ideal business” to support its expansion strategy, given it initially formed out of the merger between three financial planning firms in 2021 and has only continued to climb rapidly in the last five years, both organically and via mergers and acquisitions (M&A).
Spearheaded by five principal advisers – John Moran, Zach McArthur, Jesse Nihill, Yihsing Koo and Ben Buchanan – Intend Financial currently holds presence in Victoria, Queensland and Tasmania, and offers advice on superannuation, retirement, investments, insurance and estate planning for individuals, families, business owners, philanthropic organisations and family offices.
Chesne Stafford, Chief Growth Officer at AZ NGA, said the firm was attracted to Intend Financial’s “clear vision, unity and collaboration” that has built a strong business in a “relatively short period of time”.
“Advice businesses that want to grow need to scale in order to serve more clients and provide opportunities for employees, and the team at Intend Financial have done a brilliant job of expanding geographically and integrating businesses while continuing to deliver excellent service and advice to clients,” she said.
“This is a high-quality business with a loyal, growing clientbase that is supported by a group of experienced advisers and a knowledgeable team of support staff, making it an ideal business to join AZ NGA and support our rapid expansion strategy.”
Moran said securing AZ NGA’s “capital, expertise and scale” capabilities was the “perfect next step for the business” to maintain its growth trajectory.
“AZ NGA brings resources, expertise and fresh ideas to keep us growing and scaling,” he said.
“Culturally, we are committed to looking after our clients and delivering excellent personal advice and service. AZ NGA shares our advice philosophy and commitment, which is why this is a strong fit.
“This transaction will also deliver opportunities for our valued team members. We are all looking forward to the future.”








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