Good Value Add to Current Financial Planning Business
Small boutique financial planning practice based on Central Coast established for 5 years. Fee income of approx $56,000 trail per annum.
Clients average age 30 to 40 years, 1 retired and balance between 40 to 65 year olds 45% personal insurance and superannuation investments.
Approx 8 self managed super funds
Advisor fee is percentage based average around 1%
A great value add to a current financial planning business.
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Price: SOLD SOLD
Business Reference #: 356
Region: Central Coast
Turnover: Approx $56,000 per annum
Years Established: 5 years
Lease Terms: Homebased No Rent to Pay!
Permanent Staff: As needed
Plant Description: N/A
Hours Weekday: As Needed
Rent per Calendar Month: $0
Car Spaces: 0
Shop 2, 51 Kerry Crescent
Berkeley Vale NSW 2261
P: 02 4388 4399