SOLD! Financial Planning Book, Receiver and Manager Appointed

This business provided personal financial planning advice to forty-eight (48) financial planning clients, with high net wealth located in Brisbane and Sydney.

The client book consists of approximately $200,000 in revenue per year with income paid monthly from three (3) major platforms with other less significant sources of income. The revenue mainly consists of fee for service advice and insurance commissions.  There is some uncertainty around the continued engagement of the clients, as there is the risk of the clients electing to engage another financial advisor. However, most of the clients have been with the same financial advisor for over 20 years.

Opportunity for a fast mover to secure these sought after clients.

All offers will be considered. Act Quickly