As part of the re-organisation of our Nelson based practice; Goldridge Tasman, the practice owner Bill Dahlberg is planning to split off part of the client base. This is an opportunity to purchase 300 to 400 clients as a basis for your own start-up business in Nelson as a Goldridge adviser.
The clients are all on the standard Goldridge CRM system with all details and diary notes etc in electronic mode and all have physical files. The top segment of these clients represent approximately $50,000 of continuing income with approximately a further $30,000 from smaller clients in investment, retail and risk business.
An office, phone and IT systems are available in Goldridge Nelson offices at a subsidised cost of between $8,000 to $10,000 per annum. Administration assistance is also available if needed.
So if sunny Nelson is appealing to you or someone you know, with full office and admin support and $50,000 to $80,000 ongoing income as a basis for a business then give me a call or drop me an email. If after an initial discussion you would like to continue I will ask you to complete a confidentiality agreement leaving you free to complete your due diligence with practice principal Bill Dahlberg CFPCM.
Bernard Long
Chief Executive
04) 9102586