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Remotely Serviced Financial Planning Book

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Remotely Serviced Financial Planning Book

Independent Business Hope Island 4212, QLD $425,000
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A Solid Financial Planning Book With Young Demographic.

* $172,000 Recurring Revenue
* 124 Clients
* Insurance 43.9% of Revenue (TPD, Life, Income Protection)
* Investments 56.1% of Revenue (Superannuation)
* 76.6% of Clients 40’s and under
* Super Lever and Equity builder facilities are 18 months into 15-year terms (Over $300,000 in future revenue)
* Clients serviced remotely – can be based anywhere
* Revenue is also split 60% where average fees are over $2000 p/a
* Experienced practice manager familiar with all clients willing to stay

Price: $425,000

Please get in contact with Hayden Mollard today on 0421 494 012 or email hayden.mollard@finnbusinesssales.com.au