Sold

Financial Planning
(location not disclosed)

• Ref: 116256
• Price: (POA)
• Turnover: $90,500

An inner suburbs firm has undertaken a strategic review and has determined that $90,500 of revenue (275 clients) do not fit their service offer and so seeks to divest them as a way of "uncluttering" the practice. There is $9 million FUM and $238K of Annual Written Premium attached to this client base.