Certe Team

Certe Wealth Protection joins forces with AZNGA

In late April, Certe Wealth Protection struck a deal with AZ Next Generation Advisory (AZNGA) to help drive further growth in our business. Certe now has the financial backing of a large integrated accounting and financial advisory business to help improve our offering to our clients.

AZNGA saw the quality and value of Certe’s service offering to private clients and corporates and wanted to be part of the journey.

The team at Certe will remain unchanged and will continue to deliver the service levels you are accustomed.

Jeremy recently said that Certe’s partnership with AZ NGA would help take the business to the next level.

“We’ve got to a size and stage where we needed the capital and support of a large, experienced partner to help us capitalise on opportunities and cement our place in this emerging advice profession,” he said.

“The Covid-19 crisis reinforces the relevance and importance of life insurance. At this time, we are more active than ever.”

“Risk is a specialist area and sadly there are fewer and fewer risk specialists around, but we see that as a great opportunity. AZ NGA is the ideal partner to take this business forward.”

Paul Barrett, Chief Executive Officer, AZ NGA said Certe’s unique business model, which focused on servicing individual private clients and corporate clients, predominately in the legal, financial, and engineering sectors, positioned the business strongly for growth.

“Certe exemplifies the characteristics we seek in SME partners including a distinct area of specialization, strong client relationships and the capacity and capability to grow,” he said.

“Risk specialists are becoming rarer and rarer but Jeremy and his team are passionate about being their clients’ trusted adviser for all life insurance-related matters.”

About AZ NGA

Backed by AZIMUT Group, AZ NGA was established in 2014 to build a formidable integrated accounting and advisory group.

The group’s objective is to become the succession planning partner of choice for high-quality small to medium-sized accounting and advisory firms seeking a staged exit over the next 5-10 years.

The group’s unique offering combines the expertise and proven track-record of AZ NGA’s experienced team with the global scale and resources of one of Europe’s largest investment houses.

If you would like to speak further about this, please contact Certe Wealth Protection on 02 9132 5900.

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