Step into a ready made operational business – everything needed is in place already for you to move into and hit the ground running.
This profitable business began in 1980 as an accounting practice, with the addition of Financial Planning in 1992. We have created a truly ‘one stop money shop’ delivering a complete range of financial services, all provided from the one convenient location on the Southern Gold Coast.
Ongoing revenue is expected to be around $500,000 and detailed income and expense figures can be provided once the confidentiality agreement has been signed.
All services are available under the one roof covering Financial Planning, Investment, Super & SMSF. Home and Business Lending services expanded to take in other allied areas such as: Accounting, Tax, Business Structuring and re-structuring and comprehensive Estate Planning utilising outside accredited legal practitioners.
The current lease expires in April 2018 and the firm can either renew the lease or change premises at that time.
The vendor is available for 2-4 days per week on an ongoing contract basis if required beyond the normal total of 10 days of handover within 2 months of completion.
For more information please call the owner direct on 0412 751 333 or email david@kirralee.net.au for all enquiries.
Please note, this is a DIY listing. Our firm is NOT representing the vendor of this listing. All communication is to take place via the above contact details.
