Business and Professional Services
Southport l QLD
Ref: 2636

Boutique Financial Planning Firm For Sale #5050PR

This firm is located in the South East of QLD on the Gold Coast with clients centred mainly in the local catchment area although with some clients also scattered around Australia.

Providing advice on life insurance including income protection, TPD and trauma and , superannuation and investments.

The practice has approximately 140 clients with trailing income streams of approximately $65,000 from risk and $135,000 from investments.

The practice provides a full range of financial planning services through a licencing arrangement that provides access to technical expertise and experience.  It has two full-time staff.

To find out more information about this business, please complete the confidentiality agreement quoting reference number: 5050PR

Broker: Harry Notaras| E: (click to show email)| P: 0434 344... (click to show)
Head Office | P: 07 3368... (click to show)| E: (click to show email)
Price: $495,000 WIWO
ABS Business Sales Pty Ltd
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Broker : Harry Notaras
Phone: 07 3368... (click to show)
Mobile: 0434 344... (click to show)
Fax: 07 3368... (click to show)
3/25 Railway Terrace,
Milton, QLD, 4064

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