Ad ID: 94906

Boutique Financial Planning Business for Sale Gold Coast

Enquire about this "Boutique Financial Planning Business for Sale Gold Coast" opportunity on aubizbuysell

Boutique Financial Planning Firm

$495,000 WIWO

Business for Sale Description

Boutique Financial Planning Business for Sale Gold Coast Asking: $495,000 WIWO

This firm is located in the South East of QLD on the Gold Coast with clients centred mainly in the local catchment area although with some clients also scattered around Australia.

Providing advice on life insurance including income protection, TPD and trauma and , superannuation and investments.

The practice has approximately 140 clients with trailing income streams of approximately $65,000 from risk and $135,000 from investments.

The practice provides a full range of financial planning services through a licencing arrangement that provides access to technical expertise and experience. It has two full-time staff.

To find out more information about this business, please complete the confidentiality agreement quoting reference number: 5050PR

Broker: Harry Notaras| E:| P: 0434 344 282
Head Office | P: 07 3368 4010| E:

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ABS Business Sales Brisbane
For more info
Contact: Harry Notaras

Harry Notaras

Harry Notaras
0434 344 282 or 07 3368 4010

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