Sold

Financial Planning
(location not disclosed)

• Ref: 118500
• Price: (POA)
• Turnover: $172,500

An excellent opportunity to acquire a book of 338 Financial Planning and Risk Clients with total recurring remuneration of $172,500 (ex GST). Total Fees include $62,168 in annual review fees, $75,821 in risk commissions and $34,372 in asset level based fees for managing FUM. The business has demonstrated excellent growth and is associated with an accounting firm that is able to continue to refer clients.