, SYDNEY 2000
For Sale $4,900,000
Dani Rifai

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Robert Su

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Finn Franchise Brokers
4 Bayley St,
Geelong, VIC 3220


Professional for sale


For Sale $4,900,000


Business Details

Respected and Profitable Sydney CBD Financial Planning Firm

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 Click to call Click to email or Robert Su Click to call Click to email.

Summary »

  • Business Category: Professional
  • Business Sub Category: Finance
  • Highlight Feature: website featured property
  • Year Built: 1995
  • Business Lease: $170,000.00
  • Lease Options: 1
  • Current Rent: $170000 per year (inc GST)
  • Number Of Staff Members: 7
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Finn Franchise Brokers
4 Bayley St,
Geelong, VIC 3220

Phone: 1300 535 932

Dani Rifai
Mobile: 0411 870 977

Robert Su
Mobile: 0451 497 687

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