Sold

Financial Planning
(location not disclosed)

• Ref: 117822
• Price: (POA)
• Turnover: $300,000

The business has been providing holistic financial planning advice for over ten years in Spring Hill and 15 years in total in Brisbane and has developed very close and trusted relationships with their currently 698 clients. Recurring revenue exceeds $300,000. The business is based predominantly in the Brisbane and surrounding areas, with a small number of clients on the Sunshine Coast.

Clients are typically self-employed mums and dads, aged between 40 and 50 (average age 46), still in accumulation stage with insurance needs. There are also a number of professional clients. A large number (approximately 100) of clients have been transitioned to a Basic Service Agreement. There is no buyer obligation to purchase stock or chattels, or take on staff or leases, though these are available if the buyer is interested.