AD ID: 129153

Financial Planning Business for Sale Sydney

Location:
Asking:
$425,000
Type:

Exciting Practice $425,000

Financial Planning Business for Sale Sydney

Why buy this Financial Planning Business

Financial Planning Business for Sale Sydney Asking: $425,000

A rare opportunity to acquire a well-established boutique financial planning business with a strong reputation for compliance, stability, and client care.

Operating since 2020 under a reputable licensee, the practice services 88 active households with $17.2 million in Funds Under Advice. Approximately 73% of revenue is recurring, with the remainder generated from upfront advice and insurance commissions. Net revenue to the business was $171,000 in 2025.

Clients are primarily professionals and retirees, with high retention supported by structured review processes.

This is a turnkey opportunity for an individual adviser looking to fast-track independence or a larger practice seeking to expand with quality clients and consistent revenue. Backed by strong systems, outsourced paraplanning, and a clean compliance history, the business is well-positioned for further growth.


Offered on a cash-free, debt-free asset sale basis. The vendor is open to facilitating a smooth transition.


For more information, please contact Phil Lyons or Tony Arena at BCI Business Brokers.

For more info Contact:

Phil Lyons

0419 259 331 or 02 9439 3399
Business Brokers Network Australia
Broker Ref: 24377
Business Brokers Network Australia

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