The merged firm, which will operate under the name EWM iPlan, will be led by Foster Raffan’s managing director, Greg Anderson, who will also serve as the CEO of the newly formed firm. The merger is aimed at enhancing client service, increasing efficiency, and expanding the firm’s capabilities to cater to an increasingly complex financial planning landscape. The two advisory practices share a common goal to provide high-quality, independent advice to their clients, and the merger is seen as a natural progression in their shared vision. The merged firm will maintain its independence and commitment to providing objective, unbiased advice, while also benefiting from the combined resources and expertise of the two practices. The new firm will offer a range of financial planning services, including investment advice, retirement planning, and wealth management, among others. The merged firm will operate from its current locations in NSW and Queensland, with plans to expand into new markets in the future.
Expanding EWM’s Services
EWM is committed to expanding its services to cater to the growing demand for expert advice in Australia. The company is well-positioned to capitalize on the trend of consolidation in the industry, where smaller firms are merging to form larger, more competitive entities. • EWM’s expertise in providing advice on complex financial matters, including superannuation, estate planning, and succession planning, makes it an attractive option for clients seeking comprehensive solutions. • The company’s focus on delivering high-quality, personalized advice has earned it a reputation as a trusted advisor among its clients.
Benefits of Being Part of a Larger Firm
Being part of a larger firm can have numerous benefits for employees and clients alike.
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