Financial Planning / Insurance / Mortgage Broking

Financial Planning / Insurance – Book of Clients

I have a small client base with most clients 10-20 year clients predominately small business owner operator mum and dads, and pre retirement clients. Average client age around 45 years. Financial Planning Book is paying – insurance renewals at 22k pa (renewal book premium 320k pa), and 6 k pa  (half on fee agreements) from FUM (2.5 million) for super predominately and some TTR ABP clients. Clients would be 40-60 clients (40 households e.g. mum and dad client totals 60) in total – past advice mainly full planning or full insurance works. I am asking between 2 – 3 times ongoing renewals /fees = 55 -85k pa.

I have a finance book for these clients as well approx. 16 million mortgage book – 3 million commercial 14 million residential combination fixed and variable rate loans, strong book most clients on negotiated rates and pro packs and purpose of lending investment long term and owner occupied securing investment also.

In summary I service clients whole needs from my dual businesses. I am looking at selling the Planning / Insurance side to focus more on the Finance, however I could consider the sale of my finance book at 3 times current trail of 27.5 pa – 82.5 k sale. Mortgage Book Held Via Aggregator I hold my Own Credit Licence I believe trail can be reassigned with aggregator but lenders do not client transfer this would need to be via file handover and agreement / undertaking between buyer and I.

Location of Client Book: Perth, Western Australia

Category: / /

Executive Summary: I have a small client base with most clients 10-20 year clients predominately small business owner operator mum and dads, and pre retirement clients. Average client age around 45 years. Financial Planning Book is paying - insurance renewals at 22k pa (renewal book premium 320k pa), and 6 k pa  (half on fee agreements) from FUM (2.5 million) for super predominately and some TTR ABP clients. Clients would be 40-60 clients (40 households e.g. mum and dad client totals 60) in total - past advice mainly full planning or full insurance works. I am asking between 2 - 3 times ongoing renewals /fees = 55 -85k pa. I have a finance book for these clients as well approx. 16 million mortgage book - 3 million commercial 14 million residential combination fixed and variable rate loans, strong book most clients on negotiated rates and pro packs and purpose of lending investment long term and owner occupied securing investment also. In summary I service clients whole needs from my dual businesses. I am looking at selling the Planning / Insurance side to focus more on the Finance, however I could consider the sale of my finance book at 3 times current trail of 27.5 pa - 82.5 k sale. Mortgage Book Held Via Aggregator I hold my Own Credit Licence I believe trail can be reassigned with aggregator but lenders do not client transfer this would need to be via file handover and agreement / undertaking between buyer and I.

Services/Products provided to clients: All Planning Services and Products

Annual Revenue: $28,000

Valuation Multiple: 0

Revenue Description: See main description

Client Profile: See main description

Platform: Template SOA predominately - Approved via licensee standard template

Asking Price: $$55,000 - $85000 Financial Planning / Insurance Book , $82.500 Mortgage Book


I have a small client base with most clients 10-20 year clients predominately small business owner operator mum and dads, and pre retirement clients. Average client age around 45 years. Financial Planning Book is paying – insurance renewals at 22k pa (renewal book premium 320k pa), and 6 k pa  (half on fee agreements) from FUM (2.5 million) for super predominately and some TTR ABP clients. Clients would be 40-60 clients (40 households e.g. mum and dad client totals 60) in total – past advice mainly full planning or full insurance works. I am asking between 2 – 3 times ongoing renewals /fees = 55 -85k pa.

I have a finance book for these clients as well approx. 16 million mortgage book – 3 million commercial 14 million residential combination fixed and variable rate loans, strong book most clients on negotiated rates and pro packs and purpose of lending investment long term and owner occupied securing investment also.

In summary I service clients whole needs from my dual businesses. I am looking at selling the Planning / Insurance side to focus more on the Finance, however I could consider the sale of my finance book at 3 times current trail of 27.5 pa – 82.5 k sale. Mortgage Book Held Via Aggregator I hold my Own Credit Licence I believe trail can be reassigned with aggregator but lenders do not client transfer this would need to be via file handover and agreement / undertaking between buyer and I.

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