Financial Planning

//Financial Planning

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, [...]

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

2019-08-20T16:45:38+10:00

A successful adviser who has organically grown his business over the last 10 years plans to exit and change careers. This small diversified planning firm generates regular, consistent and ongoing revenue, without too many clients to service. It would suit a smaller planning firm seeking to continue to service the existing clientele, or could [...]

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 [...]

Sunraysia business for sale plus Melbourne data base

2018-12-12T15:41:19+10:00

A successful adviser, based in Robinvale (VIC) who has been in the industry for 18 years plans to retire due to a health situation in the family. The business is mainly risk and personal super. The main product providers are: AMP TAL AIA Onepath Zurich Colonial MLC Asteron BT Macquarie   Insurance premium income is [...]

Business for sale. Melbourne Outer Eastern Suburbs Based

2018-11-07T15:31:11+10:00

A successful adviser who has been in the industry for 30 years plans to retire. The business is composed of super and risk, with some non-super investment clients too. Most major insurers are represented. This is highly profitable, low cost business which would particularly suit a turnkey acquisition. There are some 350 clients. 80% [...]