xy+

Zenith Global Wealth Management

Zenith Global Wealth Management

Looking to acquire

Total Revenue : $

Licensee : Crown Wealth Group

Number of advisers : 2

Number of support staff : 4

Year business founded : 2019

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 in the market to purchase client relationships with the following: - Ongoing service relationships - Clients with multiple services (super, insurance and investment) - Located within the Sydney region - Compliant files and records to assist with a smooth transition As this will be a business-to-business transaction, we will avoid common brokerage costs and delays and approve finance. If you are interested in capitalising on any of the client relationships you currently manage, we are keen to have a preliminary discussion around client types, sale multiples and transition terms. You can reach me at 0431 794 779 or reply directly to me here.