NEW!

Financial Planning Client Book for Sale
Predominantly Queensland

• Ref: 134939
• Price: (POA)
• Turnover: $162,155

An opportunity to acquire a focused client book primarily based in Queensland, which accounts for 66% of the book’s revenue.

This opportunity is ideal for financial planners seeking to expand their client base or establish a new practice.

Key Attributes:

• Focus Area: Insurance and Investment
• Location: Mainly Queensland
• Revenue Composition: 95% from risk insurance, 5% from investments

Financial Highlights:

• Total Revenue: $162,155
• Average Revenue per Client: $1,297
• Top 10 Clients' Revenue: $47,927 (30% of total fees)

Sale Rationale: The sale is part of a strategic downsizing, offering a substantial fee base that could enhance or kick-start your business.