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SOUGHT FINANCIAL PLANNING AND ACCOUNTING / TAXATION ASSETS

SOLD
Business
EXPRESSIONS OF INTEREST

Wexted Advisors as Receivers and Managers of a Financial Planning and Accounting / Taxation services business, are seeking urgent Expressions of Interest (EOI).

 

Key highlights:

 

  • Exclusive access to approximately 40 client groups with ~$38.5m funds under management. Majority are NSW based wholesale clients;
  • Residual clients generating in FY21:
  • Wealth advice: ~$350K
  • SMSF administration fees: ~$235K
  • Tax & accounting fees: ~$90K
  • Total fees: ~$675K
  • All associated client records and intellectual property.