Financial Planning
Accounting
Risk
SMSF
$3m-$5m
Sydney Metro-Based Wealth Management Practice focused on High Net Worth Retirees
NSWEBIT
Circa $218,000
Revenue
Circa $591,000
Client Numbers
30+ Clients
Melbourne CBD Specialised Financial Advisory Practice
VICEBIT
Circa $1,500,000 Million
Revenue
Circa $2,200,000 Million
Client Numbers
156
Melbourne CBD Turn Key Operation
VICEBIT
Circa $980,000
Revenue
Circa $1,240,000
Client Numbers
130+ Clients
Metro Melbourne Retirement Focused Financial Planning Practice for Sale
VICEBIT
Circa $430,000
Revenue
Circa $600,000
Client Numbers
144 Clients
Tasmanian Risk & Financial Planning Business for Sale
TASEBIT
240,000
Revenue
930,000
Client Numbers
159 FP & 793 Risk
HNW NSW based Financial Planning book for Sale
NSWEBIT
n.a.
Revenue
$631,056
Client Numbers
38 Groups
Melbourne South East Suburbs Financial Planning Business
VICEBIT
$204,000
Revenue
$629,000
Client Numbers