About the Business

In the competitive world of mortgage broking, opportunities to acquire a high-quality, established loan book with a premium client base are exceptionally scarce, especially one that blends residential and commercial lending. We are proud to represent our client in offering this meticulously maintained loan book for sale, featuring a loyal Melbourne-based clientele of high-net-worth individuals. Established in 2014 and operating under the trusted Liberty brand, this book presents a turnkey acquisition with proven stability, low risk, and substantial growth potential.

Key Highlights:

- Premium Client Composition: 66% residential and 34% commercial loans by number, with 30% residential and 70% commercial by value - delivering a balanced, high-value portfolio dominated by commercial exposure, a rarity in the market.
- High-Net-Worth, Loyal Base: Melbourne-centric clients with exceptional stickiness, very low clawbacks, and structured engagement protocols designed for long-term retention and personalised care.
- Efficient Operations: Runs Monday through Friday, ensuring scalability and work-life balance under the Liberty brand and NMB aggregator.
- Cross-Selling and Expansion Potential: Abundant opportunities to upsell additional financial services to an affluent, engaged client base.
- Valuable Assets Included: Referral partners fully transferred in the sale, along with a warm handover and direct introductions to key clients for seamless transition.
- Motivated Seller: Owner relocating overseas, creating this unique window to secure a profitable, low-maintenance book.

This is a once-in-a-lifetime chance to inherit a thriving operation with minimal overheads, immediate revenue streams, and a foundation for rapid expansion. Ideal for an ambitious broker or firm seeking to elevate their presence in Melbourne's elite market.

For a detailed prospectus and more information on this not-to-be-missed opportunity, please contact Paul Smith from Yield Business Brokers.

Details about the business for sale are confidential and will only be disclosed after a Confidentiality Agreement is signed, at the broker's discretion. Stock photos might be utilised to represent the business without revealing its identity. Buyers should conduct their own investigations to confirm the accuracy of the information provided.

Keywords: Mortgage Broker, Mortgage Brokerage, Finance, Lending, Online.