Project Description

A successful and professional financial planning firm, based in Collins Street Melbourne, that provides tailored financial planning advice is looking to grow through acquisition. They have been in business for over 27 years.

A dedicated team of advisers (all degree qualified with half already sitting the FASEA Adviser Exam), supply dedicated support and service through the firms culture of clients’ first.

The firm has their own AFSL with a professionally constructed MDA. They presently have $480M of FUM. Finance is approved for the right acquisition.

They are currently seeking expressions of interest from financial planning firms within Melbourne CBD or surrounds. They can consider and accommodate a culturally aligned firm that has between $1,000,000 to $1,500,000 in recurring income and up to $200M in FUM.

Each client has an individual portfolio which is aligned to their specific investment strategy. Ideally the client age range will be between 35 – 50 years.

The firm is client focused with an emphasis on assisting their clients grow their balance sheets to meet their retirement objectives.

Consideration will be given to firms looking to reach into the upper echelons of sophisticated investors, savers and those looking to transition future generations into a range of strategies and techniques to transfer wealth.

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

 

The information in this document is provided by the acquirer. Knowledgemaster International takes all care, but accepts no responsibility for the accuracy of the content or information presented thereto. Knowledgemaster International provides an introduction service and is not a business agent. All due diligence responsibilities rest with intending inquirers, buyers, sellers or their agents and representatives.