Long Est Client Base Steady Monthly Trail Income

Long held client base in Financial Planning, currently operated from Central Coast with approx. $19,500 (excluding GST) in trail income p.c.m. plus upfronts and other fees.

Specialising in in self managed superannuation around 50 clients as well as Insurances, Life, TPD, Trauma and income protection.

Total clients around 250.

Premises optional.

Vendor works Monday to Thursday with 1 fulltime and 1 casual employee as required.

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

Price: $750,000
Business Reference #: 389
Region: Mostly Central Coast
Turnover: Approx $235,000 trails
Adjusted Net: TBA
Years Established:  9 years Owner operated
Lease Terms: New 3 year plus 3 year option
Lettable Area: 37m2
SAV: N/A
Permanent Staff: Owner Monday to Thursday. 1 fulltime Monday to Friday
Casual Staff: 1 casual as required
Hours Weekday: 9am to 5pm
Rent per Calendar Month: $866.67
Car Spaces: 0
Zone: Business
Outgoings: $2700
Outgoing Paid By: Tenant
Category: Business,Featured ,Financial Planning,Professional Services,sale

 

Central Coast Business Brokers

Shop 2, 51 Kerry Crescent
Berkeley Vale NSW 2261

P: 02 4388 4399
E: john@ccbb.com.au