Financial Planning

//Financial Planning

Successful national dealer groups wanting to partner with professional advisers

2019-10-02T11:48:04+11:00

Are you domiciled in any of these locations or could move there? Adelaide Ballarat Brisbane CBD Brisbane Northern Suburbs Brisbane South Bundaberg Cairns Canberra Coffs Harbour Footscray Frankston Geelong/Surf Coast Gold Coast Ipswich Melbourne CBD Melbourne Northern Suburbs Melbourne South East Suburbs Mackay Milsons Point Parramatta Sunshine Coast Sydney CBD Sydney Northern Beaches Sydney [...]

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

2019-09-19T12:31:27+11:00

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

2019-05-14T15:45:30+11:00

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

2019-09-19T12:46:00+11:00

Are you domiciled in any of these locations or could move there? Adelaide Gold Coast Newcastle Ballarat Cairns Brisbane South Geelong/Surf Coast Canberra Ipswich Bundaberg Sydney CBD Perth Toowoomba Melbourne South East suburbs Sydney. Northern beaches Brisbane. CBD Footscray Coffs Harbour Parramatta Brisbane northern suburbs Warrnambool Sunshine coast Milsons Point Frankston Melbourne CBD Mackay [...]

Excellent Opportunity To Sell Your Business

2019-02-19T17:23:20+11:00

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

2019-02-12T10:41:28+11:00

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?

2018-05-16T13:21:06+11:00

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.

2017-10-18T15:36:09+11:00

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 [...]