Sold! Financial Planning Book, Receiver And Manager Appointed
BS146257, Brisbane, Queensland 4000
SOLD
Key Features
AI generated. Contact seller to confirm.
- 48 high net wealth clients
- Revenue of circa $200,000 per year
- Monthly income from three major platforms
- Fee for service advice and insurance commissions
- Long-term client relationships
- Opportunity for quick acquisition
- Turnover: $200,000
- Net Profit: Not disclosed
- Rent/Lease: Lease in place
- Stock Value: Included
- Established: Over 20 years
Business Details
Business Category Accounting Bookkeeping Finance
Business ID: BS146257
48 High Net Wealth Clients, Circa $200K Revenue, Must Be Sold
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
48 High Net Wealth Clients, Circa $200K Revenue, Must Be Sold
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
