Sold

Financial Planning - Investment Based
(location not disclosed)

• Ref: 117724
• Price: (POA)
• Turnover: $170,000

A small book of financial planning clients located in the Southern Suburbs of Sydney with $37M under management. The vendor is planning to leave the industry.

As this practice is already closely linked to an accounting firm, the vendor has indicated that they will be unlikely to accept enquiries from buyers who offer accounting services