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 [...]

2019-04-13T21:11:23+10:00

Melbourne based Financial Planning Business for sale

A successful adviser who has been in the industry for 25 years plans to exit and change careers. The business is quite diversified with Superannuation, Investment and Risk revenue income streams.There is approximately $220,000 of recurring revenue. 80% of the recurring revenue comes from fixed and percentage based fees and [...]

2019-03-19T20:25:11+10:00

Business for sale. Based in northern suburbs Melbourne.

An adviser who has been in the industry for some years plans to exit the business to pursue other opportunities. The business is composed of ongoing fee for service with some risk. All ongoing service arrangements have been written since 2013, all are regularly serviced. Opt-in is renewed annually for [...]

2019-02-19T17:59:52+10:00

Business for sale. Melbourne Based.

A successful adviser who has been in the industry for 11 years plans to retire. The business is composed of risk, investment and some super. Most major insurers are represented. There are some 250 clients of which 15 are now under the Mysuper regime Platforms used are: MLC MasterKey, [...]

2019-02-19T17:53:10+10:00

Queensland based. Risk and investment business.

An experienced risk writer is looking to sell their Queensland based business. The make-up of the business Professionals Mums and dads Tradespeople Small business people Needs covered Client needs covered are insurance, superannuation and investment. Number of clients Risk clients 136 Super clients [...]