EXPRESSIONS OF INTEREST (“EOI”) – Sale of Major Financial Services Group
Financial Planning, Superannuation and Retirement Planning Personal Insurances Group

Sale of Major Financial Services Group

We will offer via Expressions of Interest

Financial Planning, Superannuation and Retirement Planning Personal Insurances Group

Hymans have been instructed by Nick Keramos and Bill Karageozis of Mcleods Accounting, in their capacity as the joint and several liquidators of Next Generation Advice Pty Ltd (In Liquidation), Integral Wealth Group Pty Ltd (In Liquidation) and, Integral Advisory Solutions Pty Ltd (In Liquidation) to seek Expressions of Interest for the sale of the businesses including trail commissions, customers, contacts and intellectual property and all required personnel in maintain, onboarding and implementing new and existing clients.

Next Generation Advice provides comprehensive financial planning services comprising of Private Wealth, Risk Management, Superannuation, Retirement Planning, Tax Planning, Cash Flow and Budgeting Advice.

Integral Wealth Group provides the following services, including, Superannuation Advice, Investment Advice, Insurance Advice, Retirement Planning, Wealth Protection Advice and Debt Management.

Integral Advisory Solutions provided services such as Financial Advice & Planning, Superannuation & Strategy, Personal Insurance Advice and SMSF & Property Advice.

Details

Attention: Ross Mottershead
Email: rmottershead@hymans.com.au
Mobile: 0413 759 242