REPUTABLE, RELATIONSHIP-DRIVEN MORTGAGE BROKERAGE – 25 YEARS OF REPEAT CLIENTS

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Internal Ref: BUY2600

Summary

Well-established mortgage brokerage with strong repeat clients, built on referrals, strong trail income and exceptional client loyalty.

Net Profit

$15,536 pm

About the Business

This business has been built entirely on relationships, repeat clients and multi-generational referrals, with no reliance on advertising. Its strong client loyalty, consistent trail income and streamlined operations make it an attractive proposition for an experienced broker or a growing group seeking a stable, lifestyle-friendly acquisition. The existing broker works 3 days per week so for a full time broker there is plenty of potential in this business.

The business specialises in supporting investors and long-term clients through strategic, big-picture lending advice, resulting in a "sticky" client base and consistently low clawbacks. Many clients have been with the business for decades, with the second generation now becoming active borrowers. Approximately 65% of business comes from repeat clients and 35% from referrals, supported by a well-maintained database of active contacts.

This business is based in NSW however there are clients in a variety of locations.

DISCLAIMER:
The information contained in this advertisement and any other material provided in connection with the sale of this business has been supplied by the seller and other sources deemed reliable. While every care has been taken to verify the accuracy of the information, Business Classifieds Pty Ltd ATF Business Classifieds Trust and its agents make no representations or warranties (express or implied) as to the accuracy, completeness, or currency of the information provided.

Prospective purchasers must make their own independent enquiries, investigations, and assessments and should seek professional advice from their accountant, solicitor, and/or other relevant advisors.

No reliance should be placed on any statement, forecast, or representation as to future matters, including profitability, performance, or growth potential, which are inherently subject to business, market, and economic risks.

Business Classifieds Pty Ltd ATF Business Classifieds Trust and its representatives do not accept liability for any loss, cost, or damage arising directly or indirectly from any decision made based on the information provided.

This advertisement and any other material provided in connection with the sale of this business does not constitute legal, financial, or business advice and is not a substitute for a full due diligence investigation. The sale of this business is subject to contract and the final approval of the seller.

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