Sold

Financial Planning - Investment Based
(location not disclosed)

• Ref: 118626
• Price: (POA)
• Turnover: $172,000

Client focused, holistic advice practice as a "valued adviser", to about 50 clients/groups with Financial Planning recurring income of approximately $170,000 pa. Investments are mainly on the Macquarie & Asgard platforms, with sundry other products using direct equities and managed funds. The clients are mostly pre-retirees and retirees/groups. A separate business containing a small mortgage book of approximately $10,000 pa in trailing income is also available. The Vendor is happy to continue working for the time required in order to effect a smooth transition of clients.