Sold

Financial Planning
(location not disclosed)

• Ref: 117950
• Price: (POA)
• Turnover: $190,000

An opportunity to acquire a book of approximately 560 Financial Planning and Risk Clients with circa $32M in FUM and $250,000 in In Force Risk Premium. The client list currently generates approx. $190K in total recurring remuneration (ex GST).

The book is associated with an accounting fees at the same location (which is also for sale as Opportunity Reference 118847).