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