SELL - your book to us

Our competitive buyout options are worth considering for those Advisers who are ready to retire or leave the industry.

If you have really had enough and are ready for a change or are considering retirement, then we would like you to consider us as your purchaser of choice.

We are resourced and ready to purchase your book and assist you with the transition of your client base with as much or as little hand over and involvement as you prefer.

We will provide a competitive and realistic offer where our systems and follow up support will provide a consistent relationship with your clients. We will also maintain the same or increased level of support you would expect for your clients.

We'll take good care of your clients.

Sell and move on or take some time out, we'll look after your client. Then come back as their consultant and relationship manager by joining our Partnership model.

The choice is your.

Call us to find out why we should be your purchaser of choice.

Mark Dorling mobile 0407 052 086 | email

Preparing your advice book for a quick sale

Learn about the things you need to do when preparing your advice book for a quick sale.