Sold

Accounting Practice

Mornington - FP

SOLD

More About This Listing

Sold

Accounting Practice

ID: 51

SOLD

Fees of ~$66,000

This Financial Planning business with sole principal has $27.5m FUM.

Operating on a fee base for service only, with clients on ongoing service arrangements, this is an attractive portfolio for a Financial Planning firm wanting to expand its client base.

Reason for sale: Principal is wanting to retire.

Register your interest

Please enter Company.

Submitting your message...

Submitting...

Thank You!

Thank you for your message. Someone will be in touch shortly.

Send another message

{{ errorTitle }}

{{ errorDescription }}

Try again