Sweden

Post Ad
Listing Id: 38174 Last Refreshed: 29/07/2025 Total Views: 46 Broker Ref: 24377

Exciting Financial Planning Practice Sydney Based $425,000

Sydney Region, SydneyReal Estate
Asking Price: $425,000
Business For Takeover
Look For Investor
Look For Partner
Phil Lyons Business Brokers Network Australia

Call Broker

Email Broker

Businesses Viewed

Recommended Businesses

  • Overview
  • Reason For Sale
  • Description
  • Premium Buyer

Overview

  • Premise Type N/A
  • Premise Size N/A
  • Monthly Rental N/A
  • Rental Desposit N/A
  • Revenue N/A
  • Liability N/A
  • Gross Profit N/A
  • Net Profit N/A
  • Stock N/A
  • FFE N/A
  • Payable N/A
  • Receivable N/A
  • Owner Role N/A
  • Staff N/A
  • Established N/A
  • Source Broker

Reason For Sale

NA

Description

A rare opportunity to acquire a well-established boutique financial planning business with a strong reputation for compliance, stability, and client care.

Operating since 2020 under a reputable licensee, the practice services 88 active households with $17.2 million in Funds Under Advice. Approximately 73% of revenue is recurring, with the remainder generated from upfront advice and insurance commissions. Net revenue to the business was $171,000 in 2025.

Clients are primarily professionals and retirees, with high retention supported by structured review processes.

This is a turnkey opportunity for an individual adviser looking to fast-track independence or a larger practice seeking to expand with quality clients and consistent revenue. Backed by strong systems, outsourced paraplanning, and a clean compliance history, the business is well-positioned for further growth.

Offered on a cash-free, debt-free asset sale basis. The vendor is open to facilitating a smooth transition.

For more information, please contact Phil Lyons or Tony Arena at BCI Business Brokers.

Premium Buyer

Send Enquiry
Please send enquiry in English
Your Name*
▼
Mobile Number*
Email*
Message
All listings, including descriptions, data, and images, are provided by the seller or their representatives. We do not verify the accuracy, completeness, or authenticity of any information and offer no guarantees or warranties. Any disputes, claims, or decisions arising from the information provided in listings are solely between buyers and sellers.
/

Just a moment... we are processing the request