p: 617 3368 4010 e: reception@absbrisbane.com a: Level 1 Unit 3 25 Railway Terrace, Milton, Qld Australia 4064

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Boutique Financial Planning Firm For Sale #5050PR

$495,000 WIWO

  • 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
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

Business Features / Snapshot

Price: $495,000 WIWOTrial: no

Your Business Broker

Harry Notaras

Business Location

Southport, Queensland 4215