A rare opportunity to acquire a highly respected and long-established mortgage brokerage with a 25-year history and an exceptional reputation across NSW. This business has been built entirely on relationships, repeat clients and multi-generational referrals, with no reliance on advertising. Its strong client loyalty, consistent trail income and streamlined operations make it an attractive proposition for an experienced broker or a growing group seeking a stable, lifestyle-friendly acquisition. The existing broker works 3 days per week so for a full time broker there is plenty of potential in this business.
The business specialises in supporting investors and long-term clients through strategic, big-picture lending advice, resulting in a "sticky" client base and consistently low clawbacks. Many clients have been with the business for decades, with the second generation now becoming active borrowers. Approximately 65% of business comes from repeat clients and 35% from referrals, supported by a well-maintained database of active contacts.
Operationally, the business is thoroughly systemised, utilising Salestrekker CRM and 'Your Client Matters' for client communications, automated workflows, newsletters, milestone updates, and retention-focused touchpoints. The broker currently works three days a week, supported by a long-standing part-time loan writer/parabroker who manages admin and loan processing functions. The business operates smoothly with part time owner involvement and offers excellent lifestyle flexibility.
Included in the sale are the full client database, email, phone number, website domain , established branding, documented processes, and a warm handover to ensure seamless continuity. The seller is also willing to remain as a referral partner in her separate investment advisory business, with potential for continued ongoing client introductions.
The business demonstrates strong financial stability, with consistent trail income, highly repeatable revenue streams, flexible operational costs, and no reliance on walk-ins. It has a long history of clean compliance, positive audit outcomes, and strong lender relationships through its aggregator.
With its established brand presence, loyal clients, strong systems, passive income, and low overheads, this brokerage presents a turnkey opportunity for a buyer seeking a high-quality, relationship-driven mortgage business with significant scope to scale.
This business is based in NSW however there are clients in a variety of locations.
For more information please call us asap as we expect this listing to be very popular. Books and brokerages are hot property so don't miss out. Contact us today!!
DISCLAIMER:
The information contained in this advertisement and any other material provided in connection with the sale of this business has been supplied by the seller and other sources deemed reliable. While every care has been taken to verify the accuracy of the information, Business Classifieds Pty Ltd ATF Business Classifieds Trust and its agents make no representations or warranties (express or implied) as to the accuracy, completeness, or currency of the information provided.
Prospective purchasers must make their own independent enquiries, investigations, and assessments and should seek professional advice from their accountant, solicitor, and/or other relevant advisors.
No reliance should be placed on any statement, forecast, or representation as to future matters, including profitability, performance, or growth potential, which are inherently subject to business, market, and economic risks.
Business Classifieds Pty Ltd ATF Business Classifieds Trust and its representatives do not accept liability for any loss, cost, or damage arising directly or indirectly from any decision made based on the information provided.
This advertisement and any other material provided in connection with the sale of this business does not constitute legal, financial, or business advice and is not a substitute for a full due diligence investigation. The sale of this business is subject to contract and the final approval of the seller.
Browse through the list of other high performing businesses for sale in Australia.
Profitable meat wholesaler & distributor with repeat trade clients, $185k sde, semi-managed structure and immediate cash...
Profitable salon with $85k sde, 5-day week, 47 weeks/year, no weekends, loyal clients & ultra-low rent. lifestyle + prof...
Gold coast removals pulling $170k+ net, trucks rolling daily, staff + systems in place, forward bookings locked & over $...
Systemised mortgage brokerage with strong brand, digital lead flow and real scale-up potential for a growth-focused buye...
Established, high-traffic lotto with 20+ years trading, strong repeat customers, diverse revenue streams and simple owne...
Profitable gym franchise, partly under management, with strong cash flow, established systems, loyal members and clear u...
Relationship-driven mortgage brokerage with $38m+ loan book, repeat clients, low clawbacks and flexible, home-based oper...
Well established convenience store with 3 bed/2 bathroom residence above & 2-car garage. popular with locals in a great ...
Established franchise café with strong local trade, proven systems, and management-ready operations...
Thriving artisan café & bakery – proven profitability, strong brand, and lifestyle appeal...
High-performing independent café under full management, secure lease to 2031, strong weekly sales and $200k+ annual net ...
Established, online and shopfront party shop with 100,000+ customers, strong repeat business (up to 70%), and great opti...
A high-volume, rapidly growing plumbing services business operating in the northern territory is being offered for sale....
Branded supermarket for sale in north queensland. established essential retail business with strong cash flow and long-t...
Established e-commerce business in tv, communication & satellite equipment. proven 10-year performance, low costs, flexi...
Work around school runs, beach mornings, or just the joys of life!...
Accredited workplace safety training, compliance programs, vocational qualifications across multiple industries includin...
Rare brisbane rent-a-space retail with layered income streams, event potential and an established brand ready to scale....
Rare brisbane rent-a-space retail with layered income streams, event potential and an established brand ready to scale....
Exciting opportunity to buy into a niche industry that offers you great profit, no weekend work, no licenses required, &...
Rare chance to own a highly reputable dog grooming & day-care salon with 20+ years of loyal clients and strong demand....
Turnkey & thriving gold coast mechanical franchise!...
Proven 10+ year pressure cleaning business. consistent profits, loyal clients, strong systems & processes plus a well tr...
Selling for less than fit out cost this gym space is ready for you to make your mark in the fitness industry on the gold...