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Other Business in Southport Gold Coast Qld

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Boutique Financial Planning Firm For Sale #5050pr

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Location:Southport, Gold Coast, Queensland

Category:Others, Finance

Asking Price:$495,000 WIWO

495000

  • Sales revenue : Undisclosed
  • Net profit : Undisclosed
  • Furniture/Fixtures value : Undisclosed
  • Inventory/Stock value : Undisclosed
  • Boutique Financial Planning Firm For Sale #5050pr

Business description

This firm is located in the South East of QLD on the Gold Coast with clients centred mainly in the local catchment area although with some clients also scattered around Australia.

Providing advice on life insurance including income protection, TPD and trauma and , superannuation and investments.

The practice has approximately 140 clients with trailing income streams of approximately $65,000 from risk and $135,000 from investments.

The practice provides a full range of financial planning services through a licencing arrangement that provides access to technical expertise and experience. It has two full-time staff.

To find out more information about this business, please complete the confidentiality agreement quoting reference number: 5050PR
[Web Link Censored]

Broker: Harry Notaras| E: [Email Censored]| P: [Phone Number Censored]
Head Office | P: [Phone Number Censored]| E: [Email Censored]

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