Long Est Client Base Steady Monthly Trail Income

Long held client base in Financial Planning, currently operated from Central Coast with approx. $17,000 (excluding GST) in trail income p.c.m. plus upfronts and other fees in the region $240,000.

Specialising in in self managed superannuation around 50 clients as well as Insurances, Life, TPD, Trauma and income protection. Approx. $150,000 per annum.

Total clients around 225.

Premises optional.

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

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

Price: EOI
Business Reference #: 389
Region: Mostly Central Coast
Turnover: Approx $205,000 trails & $150,000 Upfront p.a.
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