2019-09-19T12:34:48+11:00

Are you retiring or want to leave the broking industry?

Mortgage broking acquisition wanted NOW. A forward thinking and vibrant mortgage broking business based in Melbourne is looking to acquire a book of business with the following attributes: Connective trail book (only) Mix of retail and commercial lending Average loan size $300,000 Minimum number of client 100 Preference Melbourne metro [...]

2019-09-19T12:31:27+11:00

Want to transition and transform your firm to a modern and vibrant organisation dedicated to the future?

A successful and professional financial planning firm, based in Collins Street Melbourne, that provides tailored financial planning advice is looking to grow through acquisition. They have been in business for over 27 years. A dedicated team of advisers (all degree qualified with half already sitting the FASEA Adviser Exam), supply [...]

2019-05-14T15:45:30+11:00

Management succession opportunity wanted. Eastern suburbs of Melbourne

Experienced and qualified senior financial adviser with approved finance is looking for acquisition opportunities in the Eastern Suburbs of Melbourne. Ideal business would be a gradual succession by the outgoing adviser to maintain and pass over client relationships, fee for service and funds held under Colonial, BT Wrap, Panorama or [...]

2019-02-19T17:23:20+11:00

Excellent Opportunity To Sell Your Business

Two experienced financial planners are looking to purchase a book of business. Will consider small businesses up to $200,000+ RR annually. Would prefer a mix of risk/super/investment. Geographic eastern seaboard but happy to consider nationally as previously worked remote office for 15 years. XPlan storage preferable but not essential [...]