Financial Planning

Director

Limestone Insurance & Financial Services

Partial sale of a well-established business

Super and allocated pensions – trail book only (no fee for service). Risk trail book.

290 Clients
12.5million FUM
65% Investment Super/35% Risk

The sale is a Financial Planning book located in southwest Brisbane. The client base consists of Investment Super and Risk clients with 290 clients in total. The Recurring revenue total is $90k with most clients in the Brisbane area with an average age of 50. Mostly mum and dad investors and pensioner clients.

Location of Client Book: Brisbane QLD

Category:

Executive Summary: Super and allocated pensions - trail book only (no fee for service). Risk trail book. 290 Clients 12.5million FUM 65% Investment Super/35% Risk The sale is a Financial Planning book located in southwest Brisbane. The client base consists of Investment Super and Risk clients with 290 clients in total. The Recurring revenue total is $90k with most clients in the Brisbane area with an average age of 50. Mostly mum and dad investors and pensioner clients.

Services/Products provided to clients: Investment Super Retirement planning Risk insurance advice

Annual Revenue: $90,000

Valuation Multiple: 2.8

Revenue Description: Risk and super/pension trail

Client Profile: Primarily mum and dad investors, and pensioners

Platform: Xplan

Asking Price: $250,000


Super and allocated pensions – trail book only (no fee for service). Risk trail book.

290 Clients
12.5million FUM
65% Investment Super/35% Risk

The sale is a Financial Planning book located in southwest Brisbane. The client base consists of Investment Super and Risk clients with 290 clients in total. The Recurring revenue total is $90k with most clients in the Brisbane area with an average age of 50. Mostly mum and dad investors and pensioner clients.

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