Good Value Add to Current Financial Planning Business
Gosford Shire NSW
Last asking price $168,000
Sold June 2023
Business Services, Business Services
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 want more information you MUST fill out a confidentiality form. Find the business on our website at xxxxx and download CONFIDENTIALITY AGREEMENT
Business Services for sale in Gosford & Central Coast Region