Southport, Queensland 4215

Boutique Financial Planning Firm For Sale #5050PR

For Sale | $495,000 WIWO


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:| P: 0434 344 282
Head Office | P: 07 3368 4010| E:



Harry Notaras

Marketing By

Harry Notaras

ABS Business Sales


This Finance Business is one of 135 businesses for sale in Gold Coast, Queensland, and one of 1 Finance Businesses in this region that a business for sale currently has on offer. This Finance Business is for sale in Gold Coast for the asking price of $495,000 WIWO and has been on market for less than 3 months.