Financial Planning

//Financial Planning

Management succession opportunity wanted. Eastern suburbs of Melbourne


Experienced and qualified senior financial adviser with approved finance is looking for acquisition opportunities in the Eastern Suburbs of Melbourne. Ideal business would be a gradual succession by the outgoing adviser to maintain and pass over client relationships, fee for service and funds held under Colonial, BT Wrap, Panorama or other major platforms and can [...]

Successful national dealer groups wanting to partner with professional advisers


Are you domiciled in any of these locations or could move there? Adelaide Gold Coast Newcastle Wollongong Hobart Rockhampton Geelong Canberra Ipswich Bundaberg Sydney CBD Darwin Toowoomba Ballina Sydney. Northern beaches Brisbane. CBD Footscray Coffs Harbour Parramatta Perth CBD Warrnambool Sunshine coast Milsons Point Frankston Melbourne Mackay Ballarat Brisbane. Southern suburbs We have organisations [...]

Excellent Opportunity To Sell Your Business


Two experienced financial planners are looking to purchase a book of business. Will consider small businesses up to $200,000+ RR annually. Would prefer a mix of risk/super/investment. Geographic eastern seaboard but happy to consider nationally as previously worked remote office for 15 years. XPlan storage preferable but not essential Occupation category: trades person to [...]

Sydney based businesses wanted NOW


A Sydney based financial planning business is looking to acquire client books of predominantly risk income. Recurring revenue of circa $50,000 to $120,000 is sought. Clients must be predominantly Sydney resident and with reasonable age profile. Price and terms will depend on the quality of the book; happy to pay for quality. Funds for acquisitions [...]

Want to leave the industry, but need someone to give TLC to your clients?


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 Type: a) General business book of insurance of people under age [...]

Investment business/book wanted by non aligned AFSL. NSW based.


Multidisciplinary financial services firm with several offices in NSW & ACT is actively looking to acquire funds management businesses with up to $150 million under management. Macquarie and MLC platform businesses are preferred however open for discussion to all opportunities. The firm has been operating for 8 years with a history of successful acquisitions to [...]

Do you have a client base with heritage or capital guaranteed products?


The demand for financial services businesses has intensified. At Knowledgemaster (KM) we have received an increasing number of inquiries from serious purchasers looking to buy in recent times. There is little stock to service a huge demand. Yet there is a category of business forgotten by advisers and seriously neglected by the product manufacturers. [...]

Sydney CBD business seeks acquisitions


A professionally run, successful financial planning group in Sydney CBD is looking to expand their business by acquisition. They are looking for purchases with a recurring income of $300,000+. Both risk and funds under management are of interest to them. They are negotiable on terms depending on the quality of the book. They are looking [...]

Leading national dealer groups are looking to begin dialogue with professional advisors


What are the demographics of an Ideal Practice they would like to engage with?  You: Have at least two years in your own financial planning business Have earnings of a minimum $150k proven in previous 12 months which is transferable. Or the capability to reach that within two years Operate your business from a commercial [...]