2019-11-19T17:49:00+11:00

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. All ongoing service arrangements have been regularly serviced. Opt-in is renewed annually for all clients. Overall income from [...]

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

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+11:00

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+11:00

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 [...]

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

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 [...]