Project Description

Then this friendly operator and opportunity will be of interest to you.

An adviser is looking to acquire a small book based on risk, superannuation and funds under management. They operate from the Sunshine Coast.

Location: Within one hour from Sunshine Coast and/or Tasmania


a) General business book of insurance of people under age 50

b) Broad spread of fee for service clients such as PAYG, Small business, professionals and family oriented groups

Product manufacturers: All product manufacturers considered

Referral capability. The acquirer will look favourably on good referral and centre of influence partners as part of the sale.

Amount of recurring income sought: Up to $100,000 p.a. The acquirer is willing to talk attractive terms for the purchase with an upfront investment, reasonable handover protocols and standard run off provisions. Will consider multiples of income between 2.5 – 3.0.

This is an ideal opportunity for someone looking to retire or ease back their activity. The acquirer is supported by a well known national dealer group.

For more information please call or email Jim Prigg 03 5232 1500 or 0408 520 453.