Project Description

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

Occupation category: trades person to professional

Self-funding in place

Ready to buy now

For more information please call Jim Prigg on 0408 520453 or jim@knowledgemaster.com.au.