Huge potential. No engagement with mortgage broking or financial planning. Most new clients are referred by the community and clients. Upfront fee proposals. Numerous clients are on monthly quarterly engagements and growing. Systems cloud based. Clients mainly Sunshine Coast and Brisbane – with others around Australia. Most meetings are conducted through MS teams / Video. Principal will transition out if. Modern office. Very systemised. Experienced long-term staff – 3 plus Principal. Extensive use of OS teams PH and India. Fees 2024 $1M - Small / Medium fees – highest around $15K-$20K PA – on average $7K/$8K PA. AHR Average $250+.