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Financial Planning Services For Sale Gold

Location:Queensland

Category:Investments, Accounting, Professional Services

Asking Price:$169,000

169000

  • Sales revenue : Undisclosed
  • Net profit : $69,000
  • Furniture/Fixtures value : Undisclosed
  • Inventory/Stock value : Undisclosed
  • Financial Planning Services For Sale Gold

Business description

FINANCIAL PLANNING SERVICES FOR SALE GOLD COAST

This “boutique” business has been owned and managed for 39 years by a now semi-retired planner from his home office for past 13 years, working less than 1 day a week.

35 long term clients producing $69,300pa in fees - requiring minimum levels of service

The average age of the clients is 60 years of age, and are with either BT wrap or MLC wrap

Ideally, this is a great “bolt-on” business acquisition or would suit an existing planner, maybe looking for a relocation to a warmer climate with an established income base.

$169,000

Gary Johnston [Phone Number Censored] [Email Censored]

COAST

Other Information

  • Years Established: 1980
Johnston Business Sales
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