Businesses for Sale

/Businesses for Sale

Small parcel of Insurance clients for sale in Adelaide

2019-07-08T16:42:26+10:00

An experienced financial adviser is looking to sell part of their client base – a small but sticky client parcel Adelaide. The make-up of the business is PAYG clients, professionals, mums and dads and small business. Product manufacturers of risk are Onepath, BT, TAL and Zurich. The products are all life based including Life, TPD, [...]

Business for sale. Based in Hills District, Sydney, NSW.

2019-07-08T16:37:50+10:00

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. Overall income from the practice is $130K (inc GST). There are a total of 150 clients (400 policyholders) in the book for $130K [...]

Quality risk and investment book purchase opportunity Victoria (CBD) & Tasmania

2019-07-08T16:39:16+10:00

A successful adviser who has been in the industry for 45 years plans to retire. The business is mainly risk and personal super. The risk companies that are used are AIA, ASTERON, AMP, BT, COMMINSURE, ONEPATH, TAL, and ZURICH. A majority of the business is with Asteron, AMP, OnePath, MLC, TAL and Zurich (making [...]

Financial planning business for sale – Tweed Heads/Gold Coast

2019-06-18T18:00:07+10:00

The owner is seeking to retire, but is very keen to ensure that there is a harmonious handover with a similar culture from the acquirer to that of the vendor. This business has been established, owned and operated by the one person. The client base is loyal and has been educated on a low touch, [...]

Victoria. Accounting Practice with small Financial Planning

2019-05-14T15:32:11+10:00

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 19% Revenue for 2017/18 is [...]

Unique: Queensland Financial Planning Opportunity.

2019-05-14T15:35:58+10:00

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 and includes a number of [...]

Melbourne based Financial Planning Business for sale

2019-04-13T21:11:23+10:00

A successful adviser who has been in the industry for 25 years plans to exit and change careers. The business is quite diversified with Superannuation, Investment and Risk revenue income streams.There is approximately $220,000 of recurring revenue. 80% of the recurring revenue comes from fixed and percentage based fees and 20% from ongoing (renewal) risk [...]

Business for sale. Based in northern suburbs Melbourne.

2019-03-19T20:25:11+10:00

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 all clients. Overall income from [...]

Business for sale. Melbourne Based.

2019-02-19T17:59:52+10:00

A successful adviser who has been in the industry for 11 years plans to retire. The business is composed of risk, investment and some super. Most major insurers are represented. There are some 250 clients of which 15 are now under the Mysuper regime Platforms used are: MLC MasterKey, AMP North, MLC Wrap and [...]