Fast growing financial advisory firm

The company concerns a fast growing and modern organized financial advisory office with strong regional market position in Arnhem and surrounding municipalities. The company focuses primarily on independent mortgage advice in combination with private and business non-life insurance. In a short time a strong and loyal client portfolio has been built up with a structural inflow of new clients. The company distinguishes itself through strong organic growth, high customer satisfaction and successful conversion of mortgage relationships to total relationships. As a result, the share of recurring commission income is also growing structurally.

Highlights

• Strong organic revenue and portfolio development since inception;
• Average of approximately 109 mortgage files per year;
• Fast-growing non-life insurance portfolio;
• High inflow through word of mouth and businesspartners;
• Strong regional position within start-ups, young families and independent entrepreneurs;
• Relatively young client portfolio with long future client lifetime.

Size
Revenue 2025: approximately €360,000 / Forecast 2026: €400,000
Ongoing revenue: > €70,000 Already 'realized' mortgage revenue 2026: approximately €250,000