Johnston Business Sales Phone : 0411 59 ****
Gary Johnston
04115 ****

04115 ****


FINANCIAL PLANNING SERVICES FOR SALE GOLD

Listing Id : 270415

Location : Queensland -Gold Coast

Category : Professional Services, Finance, Accounting

Asking Price : 100,000

Business description

 

FINANCIAL PLANNING SERVICES FOR SALE GOLD COAST

 

This “boutique” business has been owned and managed for 39 years by a now semi-retired planner from his home office for past 13 years, working less than 1 day a week.

35 long term clients producing $69,300pa in fees - requiring minimum levels of service

The average age of the clients is 60 years of age, and are with either BT wrap or MLC wrap

Ideally, this is a great “bolt-on” business acquisition or would suit an existing planner, maybe looking for a relocation to a warmer climate with an established income base.

$100,000

Gary Johnston**** **** gary@johmar.com.au      

COAST


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