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.


Price: $700,000
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
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,Financial Planning,Professional Services,sale


Enquiry & Confidentiality Agreement

Confidentiality Agreement

It is agreed (Australian Park & Motel Brokers Pty Ltd trading as) Central Coast Business Brokers introduce you as a prospective Purchaser of the business or businesses and you are making your inquiry with a genuine interest. As a prospective Purchaser I/we agree that financial and information supplied will remain classified and used solely for the purpose of purchase of nominated business or businesses only. With supply of the information and to maintain confidentiality I/we agree:
  1. Information will only be distributed to partners/directors of purchasing entity and independent advisers relating to the prospective purchase.
  2. Originals and copies of Vendor's information, if purchase does not proceed, will either be returned to Central Coast Business Brokers or if copies, destroyed by appropriate method.
  3. I/we indemnify and keep indemnified Central Coast Business Brokers (Australian Park & Motel Brokers Pty Ltd) and the business, its employees, officers and shareholders and the Vendor, its employees, officers and shareholders from all loss or damage resulting from a breech of this agreement, by me/us including the disclosure of any records and information of the business/businesses.
  4. For the purpose of the agreement
    1. Any reference to the business includes the employees or agents of the business.
    2. Any reference to the Vendor includes the employees or agents of the business.
    3. Any reference to Central Coast Business Brokers or Australian Park & Motel Brokers Pty Ltd includes employees or agents of the business.
    4. Financial information includes all books, accounts, financial records, knowledge, data information, know-how, engineering, technical process of manufacture or/and sale of all property rights & intellectual property.
Financial & associated material supplied by Vendor. Central Coast Business Brokers accept No responsibility for the accuracy or completeness of material supplied. No warranties are given, expressed or implied by Central Coast Business Brokers. Please seek independent professional advice on information supplied. Please Note: All areas subject to survey. Sale prices may be subject to GST depending on sale structure, zoning & uses subject to Council and Statutory Bodies Approvals. Please seek independent advice with regard to your proposed purchase. By clicking Submit you acknowledge and agree to the above.

Enquiry Regarding - Long Est Client Base Steady Monthly Trail Income - $700,000 - Ref# 389

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