Project Description

A well established Brisbane financial planning business located close to the city and looking to expand is seeking business acquisitions or books of business that cover risk, investment, Super and SMSF.

The practice runs a fee for service model with high service standards so a similar structure would be most attractive. The business does not currently focus heavily on retirees so accumulation clients would be preferred.

The current client base is mixed with a focus on professionals and SME and tradesmen, ages range from 30’s to 65.

The preferred geographical locations are Brisbane and surrounds, Gold Coast, Sunshine Coast, Ipswich regions.

They are looking to invest up to $800,000 for the right business.

This business is keen to bed down acquisitions and is ready to talk to genuine vendors.

For more information contact Jim Prigg on 03 5232 1500 or 0408 520453 or email