Who is Zenith Global Wealth Management (ZGWM)

My name is Jim Fairhall-Dickie the Director and Co-Founder of Zenith Global Wealth Management. I would like to discuss confidentially with you the potential purchase of your client base/business. In the last two years, we have successfully incorporated a practice in Sydney with 100 clients. We are again looking to grow. We feel this is an opportune time to be working with successful business owners to look at the next steps in either growing or exiting the industry for you.

What are the Benefits of considering ZGWM as your exit/succession partner?

  • We have successfully integrated another FP business in recent times.
  • We are part of a select AFSL.
  • Finance/capital for acquisition is approved
  • Hi-tech office administration and systems
  • We will ensure the cultural fit is right for you and your clientele
  • As this will be a direct Business-to-Business transaction, this means we will avoid typical brokerage costs and delays for you
  • Quick decisions on purchase protocols, multiples, up front payments and carryover responsibilities

What is ZGWM seeking from potential players?

  • Ongoing service relationships with Enhanced Fee Disclosure Statements that are up to date.
  • Clients with multiple services being provided (super, insurance, investment etc)
  • Located primarily within the Sydney region
  • Compliant files and records to assist with a smooth transition
  • Initial book value (ongoing revenue) purchase of up to $1,000,000 at an agreed multiple for the right business

Let’s Talk

If you are interested in capitalising on any of the client relationships you currently manage, we are keen to have a preliminary discussion around client types, sale multiples and transition terms.

Call me on 0431 794 779 or email me directly jimfd@zgwm.com.au for a confidential discussion.

Click here to register your interest

Kind regards

Jim Fairhall-Dickie

Director | Principal Financial Adviser AFP® Mas.FP. ADFP

Zenith Global Wealth Management

M 0431 794 779 | W | www.zgwm.com.au
A 2/379 Port Hacking Rd, Caringbah NSW 2229

Zenith Global Wealth Management Pty Ltd is a Corporate Authorised Representative of Crown Wealth Group Pty Ltd AFSL No. 494274 | ABN 22 603 037 510 | www.crownwealthgroup.com.au
Corporate Authorised Representative No. 001266065 Zenith Global Wealth Management Pty Ltd Corporate Authorised Representative No. 1266065
Jim Fairhall-Dickie Authorised Representative No. 289662
Chad Brookes Authorised Representative No. 1003322