Skip to Content
If you’re looking to buy or sell a financial planning client register, we can help.
 

Buying or selling a client register can be complicated, but with MLC Connect for Growth, you have the support of an experienced partner.

Drawing on the expertise and resources of the broader NAB Group, we help reduce the stress and uncertainty of the process.

Unlike transacting on the open market, buyers and sellers deal directly with us and we manage the entire process. So you can feel more secure about the negotiation and other uncertainties.

connect_for_growth_graphic_100

 

Sell all or part of your business

With MLC Connect for Growth, MLC is the buyer, so you pay no brokerage fees or additional costs. It's the perfect way to sell part of your client book to re-shape your business for growth. And for those looking to exit the industry, it's an ideal succession solution.

Find out more

 

Establish or grow your business

Buying a client register can help you set up or grow your business, and MLC Connect for Growth offers expert support through the purchase process.

Some benefits of our program include:

  • Dedicated acquisition support;
  • Reduced risk because you buy directly from MLC.

Find out more