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
Please get in contact with Hayden Mollard today on XXXXXXXXXX or email XXXXXXXXXX
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This business is somewhat unique and has no similar competition in this region, category or price bracket.