Summary
We are seeking urgent Expressions of Interest for the acquisition of the client lists of a financial planning and insurance practice.
Revenue
$1,225,000 pa
Rent
$0 pa
Expenses
$31,283 pa
Net Profit
$1,193,717 pa
Potential
• Large customer base
• Favourable long-term financial planning and insurance clients
• Broad client base Australia-wide
Hours
N/A
Lease
No premises lease is being offered.
Employees
No employees are being offered.
Reason for Sale
We were recently appointed as the Liquidator of a company that previously operated a financial planning and insurance practice based in Mount Isa, Queensland. We are currently seeking urgent expressions of interest for the acquisition of the client lists of the practice.
About the Business
Key details of the practice are as follows:
• Revenue for FY2026 (1 July 2025 to 26 June 2026) totalled approximately $1.225 million (excluding GST), comprising:
o financial planning services fees: approximately $818,000 (excluding GST); and
o insurance trailing commissions: approximately $407,000 (excluding GST).
• The client database comprises 150 financial planning clients and 179 insurance clients located across Australia. Further, there are approximately 558 in-force insurance policies. In addition, there are approximately 240 former clients that are considered inactive or lost.
• The client base is predominantly focused on the provision of financial planning services and the implementation of financial and insurance products, with clients segmented into the following categories:
o A: Full service (generally financial planning and insurance services and/or generating more than $2,000 per annum in revenue);
o B, C and Silver: Medium service level; and
o D and Bronze: Low service level (generally insurance-only clients or generating less than $400 per annum in revenue).
• Client records are maintained within the practice’s Fin365 platform. The client records are intended to be transferred to the successful purchaser as part of the transaction.
Interested parties will be required to execute a confidentiality agreement prior to receiving further information regarding the opportunity. Following execution of the confidentiality agreement, additional information will be made available to facilitate due diligence and the submission of indicative offers.
Should you be interested in receiving further information regarding this opportunity, including financial and client data (subject to confidentiality requirements), please contact Aaron Brewin on 0425 265 177 or [email protected] by close of business 20 July 2026.
History
The Company was established as an Australian private Company in February 2007. It built a notable presence servicing regional areas, specifically operating out of Mount Isa to support the North West Queensland region.
Connect with us