Sold

Financial Planning
(location not disclosed)

• Ref: 87474
• Price: (POA)
• Turnover: $680,000

A well established practice with two (2) advisers is offered for sale. The practice has a good mix of investment ($60M FUM) and risk ($1.2M Annual Written Premium). The owner has made a lifestyle decision to seek retirement within the next 3 years and wants to position the practice for a smooth transition. The existing staff will be available to transfer employment. The practice has been established in Cairns for approximately 15 years, having focused on wealth creation with its client base.