Established Broking & Planning Business for Sale - Northern Beaches Sydney

  • Yellow Brick Road Wealth Management
  • Northern Beaches, NSW, Australia
  • Dec 14, 2018
Full time Broker (Experienced)

Job Description

Yellow Brick Road – Norther Beaches NSW – Existing Branch Sale

About the Opportunity

It’s not every day such a well-established Mortgage & Financial Planning business located on a prime retail strip in Sydney’s affluent Northern Beaches hits the market.

With a solid and sizable Wealth Book, and a client reputation second to none, this existing YBR Branch with contemporary and bespoke fit out offers substantial monthly reoccurring income from its Wealth book form month of purchase.

Our existing Franchisees are ready and waiting to share the financial with savvy and serious buyers, and are happy to negotiate generous handover terms.

 

Why Yellow Brick Road

Yellow Brick Road is built on supporting successful mortgage brokers and financial planners as they take their first steps into owning and operating their own local business. Our model ensures high-touch support from technical experts, marketing professionals, pushbutton tools, clever applications, compliance gurus and business coaches. You're never alone with Yellow Brick Road, but you get the autonomy and freedom to be your own boss and enjoy the perks and challenges of running a business your way.

 

➤ Expert help to boost your business

Want to work with exceptional industry experts to help you grow as a business owner? Your support team includes dedicated business development mentoring and coaching, marketing, compliance, financial planning and lending experts.

 

➤ Clever technology & services

You'll never get the feeling you've forgotten to follow up thanks to our proprietary technology. Every lead, generated locally or through head office, is managed through our phone app. Our app makes customer service timely and manageable.

 

➤ Powerful brand backing you

Join a multi-million-dollar brand and ride the wave of familiarity, with an invested brand which people know and trust. Mark Bouris appears regularly on television shows, commercials, and throughout the press, which increases the familiarity of the brand.

 

➤ Take on the big banks locally

With nearly five per cent of home loans in Australian lodged through Yellow Brick Road Group, you'll be bringing one of the real disrupters in the financial services sector and a serious alternative to the traditional banking establishment to your local community.

 

➤ Double the revenue per client

We continually add to our suite of great home loans with competitive rates. Plus, we ensure your clients are assisted with their broader financial needs: superannuation, cash products, insurances, financial plans... Meaning multiple revenue streams for you.

 

For further details on this opportunity please contact Andrew Dunreath-Cooper, Head of Franchise & Broker Recruitment, on 0411 722 294, or email, Andrew.dunreath-cooper@ybr.com.au