Financial Planning

Very Small Financial Planning Register.

Client register list that has only been contacted twice in 5 years, great opportunity for a PSO and for growth.

Location of Client Book: Sydney, New South Wales

Category:

Executive Summary: Client register list that has only been contacted twice in 5 years, great opportunity for a PSO and for growth.

Services/Products provided to clients: 65 clients with a total of 65 super funds with over $1.5 million FUM and Insurance policies currently valued at $8.3 million (Death & TPD cover) generating $11,250 p.a.   Needing to sell the clients to any planner from the following dealer groups: AMPFP, HillRoss, or Charter (due to dealer group policy). All of these clients are ADN - so no fear of the income dropping off from them.    Products within the book of clients: - AMP Retirement Savings Account - AMP Flexible Lifetime Protection - AMP Flexible Lifetime Superannuation - AMP Superleader.    Some of the super funds are currently active and receiving regular SG and member contributions.                                    There are also some ADD clients that I will give to the purchaser to see if they can convert them back to active again.  

Annual Revenue: $11,250

Valuation Multiple: 4.1

Revenue Description: Revenue is from product trail and insurance commission.

Client Profile: Clients are all have Sydney suburb addresses - ranging in age from 22 to 64.

Platform: COIN

Asking Price: $45,000


Client register list that has only been contacted twice in 5 years, great opportunity for a PSO and for growth.

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