Boutique Mortgage Brokerage with Award-Winning Team

This business is already sold
Established mortgage brokerage with a solid reputation in Melbourne’s southern suburbs

Key Sale Highlights

Business Overview

Location: Southern Suburbs, Melbourne
Established: 2012
Trail Commission: $232,000 in FY24

Are you looking for an established mortgage brokerage with a solid reputation in Melbourne’s southern suburbs? This award-winning brokerage presents an exciting investment opportunity, showcasing remarkable achievements and a client-centred approach built over more than a decade.
With a strong, steady trail commission of $232,000 in FY24, this business delivers consistent revenue, backed by a 100% compliance rate and a loyal, largely remote client base serviced through video conferencing. This adaptable model has been a key factor in achieving high client satisfaction and retention, making this a versatile option for the modern buyer.

The current owner, who is committed to ensuring a smooth transition, is open to staying in a part-time capacity to assist with mentorship, business development, or client engagement. This invaluable offer supports continuity for the team and clients alike, solidifying client relationships and fostering further growth.
This brokerage operates from a leased premise, providing an ideal base for those looking to step into a high-performing environment with a well-supported infrastructure.
Don’t miss the chance to acquire this reputable mortgage brokerage and capitalize on its proven track record, award-winning team, and stable financial performance.

Contact Information:
For a detailed prospectus and more information on this not-to-be-missed opportunity, please contact Paul Smith from Yield Business Brokers.
Details about the business for sale are confidential and will only be disclosed after a Confidentiality Agreement is signed at the broker’s discretion.
Stock photos might be utilised to represent the business without revealing its identity.
Buyers should conduct their own investigations to confirm the accuracy of the information provided.
Keywords: Mortgage Broker, Mortgage Brokerage, Finance, Lending

Financials

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Location Details

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This information is only available to registered users. 

This information is only available to registered users. 

This information is only available to registered users. 

Confidential Business Information and FAQ's

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