Southport, Queensland 4215
Boutique Financial Planning Firm For Sale #5050PR
For Sale | $495,000 WIWO
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: firstname.lastname@example.org| P: 0434 344 282
Head Office | P: 07 3368 4010| E: email@example.com