2019-07-08T16:42:26+10:00

Small parcel of Insurance clients for sale in Adelaide

An experienced financial adviser is looking to sell part of their client base – a small but sticky client parcel Adelaide. The make-up of the business is PAYG clients, professionals, mums and dads and small business. Product manufacturers of risk are Onepath, BT, TAL and Zurich. The products are all [...]

2019-07-08T16:37:50+10:00

Business for sale. Based in Hills District, Sydney, NSW.

An adviser who has been in the industry for 22 years plans to exit the business to pursue other opportunities. The business is composed of ongoing fee for service and risk. Overall income from the practice is $130K (inc GST). There are a total of 150 clients (400 policyholders) [...]

2019-07-08T16:39:16+10:00

Quality risk and investment book purchase opportunity Victoria (CBD) & Tasmania

A successful adviser who has been in the industry for 45 years plans to retire. The business is mainly risk and personal super. The risk companies that are used are AIA, ASTERON, AMP, BT, COMMINSURE, ONEPATH, TAL, and ZURICH. A majority of the business is with Asteron, AMP, OnePath, [...]

2019-06-18T18:00:07+10:00

Financial planning business for sale – Tweed Heads/Gold Coast

The owner is seeking to retire, but is very keen to ensure that there is a harmonious handover with a similar culture from the acquirer to that of the vendor. This business has been established, owned and operated by the one person. The client base is loyal and has been [...]

2019-05-14T15:32:11+10:00

Victoria. Accounting Practice with small Financial Planning

25+ years in existence - located in north east suburbs WI/WO option preferred Client categories PAYG, Professionals, Small Business P/L, Sole traders, Trusts, BAS, IAF, SMSF's, Corporate and Financial planning. Age groupings of clientele Under 30 years 12% 30-40 years 23% 41-50 years 24% 51-60 years 22% Over 60 years [...]

2019-05-14T15:35:58+10:00

Unique: Queensland Financial Planning Opportunity.

A diversified advice group with their own newly established AFSL, who have been in the industry for 20 years are looking to exit the “sale of advice” business. There are two branches. One is in Brisbane and the other strategically located in Townsville. The business is mainly financial planning [...]

2019-08-20T16:45:38+10:00

Melbourne based Financial Planning Business for sale

A successful adviser who has organically grown his business over the last 10 years plans to exit and change careers. This small diversified planning firm generates regular, consistent and ongoing revenue, without too many clients to service. It would suit a smaller planning firm seeking to continue to service [...]