Gold Coast - Qld $1.3m in fees

This is an established practice in an attractive, lifestyle location on Queensland's Gold Coast. Revenue is consistent and profitability healthy. The majority of fees come from a mix of mainly small business and high net wealth individuals including 111 SMSFs. There is no material financial concentration risk with the 20 largest clients accounting for just c.20% of fees. The Principal is supported by a team who are mature, experienced, capable and empathetic. There are opportunities for further growth through advisory, financial planning and mortgage broking, and to streamline operations including work papers, automation, and SMSF software.