xy+

Can't find a buyer?

Practice Marketplace

Practice Marketplace

Can't find the right business?

Role type  

Employment type  

Type of work

Location 

Broadleaf Financial Group

Licensee :

Number of advisers :

Number of support staff :

Year business founded :

Total Revenue : $

Total Clients :

Total FUM : $

Total premiums in force : $

Broadleaf Financial Group focusses on investing in financial advisory firms and partnering with them for the long term. We support them to build value ...

Insurance JV’s – you retain the clients

Licensee : Interprac

Number of advisers : 2

Number of support staff : 3

Year business founded : 2020

Total Revenue : $

Total Clients :

Total FUM : $

Total premiums in force : $

We are currently setting up a joint venture and are looking to partner with financial planners who are keen to outsource the personal insurance ...

Regional Financial Solutions

Licensee :

Number of advisers :

Number of support staff :

Year business founded :

Total Revenue : $

Total Clients :

Total FUM : $

Total premiums in force : $

We are a 3rd generation family financial planning business looking to grow through acquisition. We specialise in Retirement Planning and we're interested in like-minded businesses ...

We love small clients!

Licensee :

Number of advisers :

Number of support staff :

Year business founded :

Total Revenue : $

Total Clients :

Total FUM : $

Total premiums in force : $

We love small clients. If your business has some legacy clients, you're looking at purchasing a business / book and there are clients that ...

Now Prosper Pty Ltd

Licensee :

Number of advisers : 1

Number of support staff :

Year business founded : 2017 - Adviser since 2006

Total Revenue : $

Total Clients :

Total FUM : $

Total premiums in force : $

Looking at things a little differently now since I have embraced Fintech over the past 18 months. Current client base spans across Wealth Accumulators ...

Zenith Global Wealth Management

Licensee : Crown Wealth Group

Number of advisers : 2

Number of support staff : 4

Year business founded : 2019

Total Revenue : $

Total Clients : 150

Total FUM : $

Total premiums in force : $

Book Purchase Opportunity!! Looking for motivated advisers looking to exit the industry. I am the Director and Co-Founder of Zenith Global Wealth Management. We are ...

Hey, are you in the XY+ inner circle?

You need to be an XY+ member to post a business ad

or