Acquisition

Acquisitions with continuity, and long-term stewardship

For advisers planning retirement and firms seeking a trusted home for their clients and team, Angel Advisory offers a considered, relationship-led transition backed by acquisition experience.

Since 2021, Angel Advisory has partnered with retiring advisers and advice businesses to provide a safe, professional home for their clients and staff. Every transition is handled with discretion, empathy, and a clear process that protects client relationships, preserves your legacy, and positions your business for the next chapter.

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Our Acquisition Experience

Real acquisitions.
Measurable outcomes.

We have successfully completed multiple acquisitions, each with a strong focus on continuity of advice, cultural alignment, and multi-generational client relationships.

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Helping a long-term adviser retire with confidence

Our first acquisition was completed in 2021, when a long-standing adviser chose Angel Advisory to support his retirement and transition his client base. He selected us over other interested firms because he wanted a professional practice, experienced with larger portfolios, that could guide his retired clients through the rest of their lives and help steward wealth for the next generation.

Since taking over the client relationships, we have maintained a 100% client retention rate and have continued to grow this book through referrals from friends and family members, including children and even grandchildren of the original clients.

  • 100% client retention post-acquisition
  • Transition for retired and pre-retiree clients
  • Acknowledgement, Continuity and Expansion on the original advisors Financial Plan
  • Multi-generational engagement, with new relationships across children and grandchildren
  • A clear stewardship plan focused on long-term income, capital preservation, and legacy

Deepening Self Managed Super Fund capability and adding talent

Our second acquisition brought a specialist Self Managed Super Fund client base into Angel Advisory and saw two experienced team members join the business. From day one, every client was offered a comprehensive financial planning strategy meeting, allowing us to uncover advice opportunities and risks that may not have been fully explored previously.

Through this process, we have helped clients implement tax-efficient structures and broader investment strategies, while giving many the clarity and confidence to move into – or enjoy – retirement.

What this meant for clients:

  • Identification of new advice needs at the first interaction
  • Tax planning strategies using structures such as family trusts and bucket companies where appropriate
  • Wealth creation strategies including super contributions, expanded portfolios into shares and ETFs
  • Creative and practical retirement planning, helping many clients feel comfortable “hanging up the boots” and settling into retirement

What this meant for the team:

The team that joined us has thrived in Angel Advisory’s fun, professional, and growth-focused culture. They have integrated into a business that values continuous learning, technical discussion, and a clear principle: advice is only recommended when it genuinely benefits the client.

What advisers and principals can expect

Every acquisition and succession plan differs, yet our approach remains consistent: respectful, structured, and client-first. Our focus stays on preserving what you have built while enhancing the service your clients receive.

Our Goals with every transfer

  • Collaborative transition planning aligned to your exit timing and personal goals
  • Structured client communication plans to build trust and minimise disruption
  • A strong emphasis on multi-generational advice and long-term relationships
  • A supportive home for your staff, with a culture of learning, professionalism, and enjoyment at work
Thinking about your own transition?

Let’s talk about the next chapter for your practice

Angel Advisory offers a confidential conversation about acquisition, succession, and partnership options. Together, we can protect your legacy, look after your clients, and design the outcome that’s right for you.

Discuss a potential acquisition