Sold

Combined Planning / Finance practice
(location not disclosed)

• Ref: 86854
• Price: (POA)
• Turnover: $124,000

The Vendor has been providing mortgage broking and financial planning advice to clients since 1992. The financial planning practice is well established on the Gold Coast and has the vast majority of its clients within a 10 km radius from the Southport office. The business is well systemised with a heavily modified CRM program running the day to day requirements.