A VIC adviser with their own AFSL is looking to acquire small “carve outs” of clients no longer required by their current owners.
Carve outs of client bases are sought west of Melbourne, along the Bellarine peninsula, Geelong and district, Point Cook, Great Ocean Road area and Colac.
- By geographical location in the west
- Product types: Risk. SMSF’s. Investment trusts, Bonds
- Discontinued product lines. Heritage risk products (AMP, AXA etc)
- Age range of 40+
- Occupational groups. PAYG, Professionals, Mums & Dads, Tradies
- Small SMSF’s
- Unserviced industry super funds
- Lots of 20 clients per carve out
- Blocks of business delivering up to $100K per annum
Reasonable multiples offered for the right cultural fit.
Finance arranged.
All offers genuinely considered.
For more information and a prompt introduction please call Jim Prigg on 0408 520453 or jim@knowledgemaster.com.au