Financial Planning

//Financial Planning

Could this be your succession plan?


An experienced adviser of 15 years seeks to align with an adviser looking to exit the financial planning business. I’m looking to grow my business by a timed buy-out acquisition model. I am happy to pay a good multiple with vendor financed, attractive terms to be agreed upon. This means I am prepared to [...]

Sunshine Coast


Financial Adviser based on Sunshine coast looking for predominantly risk based portfolios but will entertain some FFS. Highly professional and knowledgeable Principal Principal has over 15 years experience and completed all FASEA requirements Finance ready Motivated buyer Income range from $100-$300k recurring revenues For more information and a prompt introduction please call Jim Prigg [...]

Acquisitions wanted


A professionally run, successful investment and financial advice practice in Sydney CBD is looking to expand their business by acquisition. They have been operating for 9 years. They are looking for purchases with a recurring income of $100,000 minimum with no maximum. They are mainly interested in funds under management. They are negotiable on [...]

Want to transition and transform your firm to a modern and vibrant organisation dedicated to the future?


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 [...]

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 [...]

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 [...]