Boutique advice firm announces rebrand, growth strategy

Boutique advice firm announces rebrand, growth strategy

A Melbourne-based boutique financial advice firm has announced a name change as part of the firm's growth plan, which also includes bringing on new advisers.

McPhail HLG Financial Planning's managing director, Anne Graham, said yesterday that the business has changed its name to Sigma Wealth Management.

The firm is a corporate authorised representative of Securitor Financial Group, owned by Westpac.

“McPhail HLG Financial Planning has evolved into a mature business and we plan to continue growing in line with our long-term strategic plan,” Ms Graham told ifa.

“The recent change in name to Sigma Wealth Management is a result of the change of ownership where the business is now 100 per cent owned and managed by myself and David Graham.”

As part of the growth plan, the firm will also enhance its referral relationships and bring on new advisers, Ms Graham said.

“The change allows us to have a very clear focus on the areas we wish to play in,” she said.

“We have many referral relationships with other professionals and we aim to develop and deepen those relationships further. Our team is growing and we plan to increase our adviser numbers in both the short- and long-term.”

Sigma Wealth was chosen as the new name because of the company's belief that “the whole is greater than the sum of the parts", particularly in relation to financial planning.

Boutique advice firm announces rebrand, growth strategy
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