Sold

Financial Planning business for sale - 200 Active Clients
South Melbourne

• Ref: 128421
• Price: (POA)
• Turnover: $400,000

This South Melbourne business, with its own ASFL, commenced Financial Services, Home Loan and Property activities fifteen years ago.

The pipeline of clients has been built from the ground up and income has increased over the years with a turnover of $400,000 per annum. The Senior Financial Planner is the company’s Director who is supported by a paraplanner and 3 staff. 

In 2018, the Directors placed a heavy focus on property and have therefore decided to sell the Financial Planning book