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Financial Planning Firm for sale


  • ID Ref 0005
  • Suburb Sydney
  • State NSW
  • Status For Sale
  • Financial Planning Firm for sale

Business Description

Price $4.9M
Trading 22 Years +
Location: Sydney CBD
Funds Under MGT $77M+

Annual Revenue
F.P. $1.6M+
F.B. $300K+
Property and Other $500K+
Total Revenue $2.5M+


Rarely a firm of such calibre becomes available. Finn Business Sales is proud to represent this well-established and respected Financial Planning firm based in a sought after area in Sydney’s CBD.

After 22+ years of service, the owner has decided to sell the firm to the right buyer who will deliver a 1st class service to his existing clients. The owner is willing to continue with the new buyer for an indefinite period of time to ensure client retention. There are 7 professional staff currently running the firm with plenty of room for growth. The spacious office has a long lease available, however, relocation is optional as the owner is willing to relocate the firm if required.

For further information, please contact Dani Rifai 0411 870 977 or Robert Su 0451 497 687

Business Features / Snapshot

Your Business Broker

Robert Su

Business Location

Sydney, New South Wales 2000