Practice Wanted Listings:

Looking for either buy/merger opportunities with a Financial Planning practice in the greater Brisbane area. FUM from $10m upwards. Competitive pricing offered and open to a wide range of arrangements. Ideal opportunity for retiring adviser who may want to participate in a succession plan or advisers who wish to exit or a practice wanting to merge to create scale. We are independantly licenced and predominately Fee based looking to grow our business. We are progressive and have fantastic systems & processes and a very well developed Client Value Proposition. Currently we have 280 client groups and $130M FUM. Love to hear from you and discuss ideas.