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AU

AZ NGA & Invest Blue join with Virtual Business Partners to grow Australia’s leading provider of advice solutions

Professional services utility, AZ Next Generation Advisory (AZ NGA), and national financial advisory business, Invest Blue, have joined forces to co-invest in Australian-owned, Philippines-based paraplanning and back-office solutions provider, Virtual Business Partners (VBP). Under the deal, AZ NGA and Invest Blue will acquire a 40% interest in VBP with the group’s management team increasing their […]

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AU

VBP expands leadership team following acquisition of Elixir Consulting

VBP has created three new roles in its leadership team to assist the firm’s continued expansion in the financial advice industry. The appointments follow VBP’s recent acquisition of specialist financial planning consulting and coaching firm Elixir Consulting. Amanda Yun joins VBP as chief growth officer and Shaun Nesbitt has been appointed chief information and digital […]

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AU

VBP supports business expansion with newly created roles

VBP has announced three newly created leadership roles to support the firm’s continued expansion in the financial advice industry. The appointments follow VBP’s acquisition of specialist financial planning, consulting and coaching firm Elixir Consulting this week, with founder Sue Viskovic taking on the role of VBP general manager, consulting. Amanda Yun has also been appointed […]

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AU

‘Unsustainable’ old dealer group model drives AZ NGA stake in VBP

Virtual Business Partners’ search for a long-term capital partner has concluded with AZ Next Generation Advisory and financial advisory business Invest Blue co-investing in the Australian-owned, Philippines-based paraplanning and back-office provider. The deal announced on Monday will see AZ NGA and Invest Blue acquiring a 40 per cent stake in VBP, while the group’s management […]