Sold

Financial Planning
Wollongong Region

• Ref: 126963
• Price: $
• Turnover: $252,844

A good opportunity to acquire a planning book with clients located predominantly within the Wollongong region. The book which generated $252,844 in recurring revenue in the 2016 financial year is made up of clients with superannuation, corporate super, risk and investment products.

The Vendor has decided that it is the right time for them to sell this portion of their book because they are changing their business model. Please note that one of the terms of sale is that the buyer must be licensed by an MLC licensee at the time of purchase and remain with an MLC licensee for a period of 5 years after the purchase.