Remotely Serviced Financial Planning Book

Business For Sale Financial Planning, Hope Island, Queensland 4212

Business Category Computer IT Finance Mobile Services



Remotely Serviced Financial Planning Book

A Solid Financial Planning Book With Young Demographic.

* $172,000 Recurring Revenue
* 124 Clients
* Insurance 43.9% of Revenue (TPD, Life, Income Protection)
* Investments 56.1% of Revenue (Superannuation)
* 76.6% of Clients 40’s and under
* Super Lever and Equity builder facilities are 18 months into 15-year terms (Over $300,000 in future revenue)
* Clients serviced remotely – can be based anywhere
* Revenue is also split 60% where average fees are over $2000 p/a
* Experienced practice manager familiar with all clients willing to stay

Price: $425,000

Please get in contact with Hayden Mollard today on XXXXXXXXXX or email XXXXXXXXXX

Similar Businesses For Sale

This business is somewhat unique and has no similar competition in this region, category or price bracket.

Contact Seller
Hayden Mollard

Bsale ID: 568970
Broker REF: 6807742

The Finn Group
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