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.

IF YOU LIKE MORE INFORMATION SIMPLY CLICK THE CONFIDENTIALITY FORM BELOW, FILL OUT FORM & HIT SUBMIT

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!
SAV: N/A
Permanent Staff: As needed
Plant Description: N/A
Hours Weekday: As Needed
Rent per Calendar Month: $0
Car Spaces: 0
Zone: Business
Category: Sold,sale

 

Property Features
Central Coast Business Brokers

Shop 2, 51 Kerry Crescent
Berkeley Vale NSW 2261

P: 02 4388 4399
E: john@ccbb.com.au