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Boutique Financial Planning Firm For Sale #5050PR

Business for Sale
Southport

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

Price $495,000 WIWO

Boutique Financial Planning Firm For Sale #5050PR

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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
https://absbusinesssales.com.au/confidentiality-agreement

Broker: Harry Notaras| E: harry@absbrisbane.com| P: 0434 344 282
Head Office | P: 07 3368 4010| E: reception@absbrisbane.com

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Contact: Harry Notaras
Phone: 07 3368 4010
Mobile: 0434 344 282

Bsale ID: 268536
Agent ID: 2636




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