
Sydney-based, with an Australian-wide portfolio of clients
Location: Sydney-based, with an Australian-wide portfolio of clients.
Client Niche: High-income, low-risk clients in the medical profession.
Stable Revenue: Consistent trailing income and potential for growth through cross-selling.
Growth Potential: Opportunity to strengthen client relationships and expand the portfolio.
Ease of Transfer: Seamless transition with a clear handover process to ensure client retention.
Rare opportunity to acquire a niche mortgage loan book with a strong client base.