Remote financial planning business 4 sale, photo 1
OWNER DIRECT Updated 10 Nov 2026

Remote financial planning business 4 sale

New South Wales · Personal Services · Financial Planning
Asking price Price on application
Revenue $250,000 – $500,000
Profit $50,000 – $100,000
Not checked by Business For Sale Send enquiry

Not checked by Business For Sale

01 · THE OVERVIEW

About this business

In the seller's words

Full description, as written by the seller

Ongoing Fee Revenue snd new client sign on Revenue

Growing Business, ongoing revenue $ 330,000. 34M FUM, 220 clients all over Australia Age 30 - 65 12 clients on TTR Income Huge opportunity for referrals, Risk, Mortgages 150 clients contributing to HUB Super.

02 · KEY FACTS

Key facts

Reason for selling
Health
03 · LOCATION

Location

New South Wales The seller has listed this business in New South Wales only. The exact location is shared after you enquire.
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