Australia Finance & Insurance Businesses for Sale – Listings & Opportunities

Explore a premier selection of finance and insurance businesses for sale in Australia on DealStream. From wealth management and brokerage firms to specialist insurance agencies, our comprehensive listings showcase profitable ventures across all major cities and regional markets. Each opportunity comes with detailed financials, growth metrics and seller-verified information—so you can confidently evaluate ROI and market potential. Start your search now and connect directly with sellers to secure your next strategic acquisition in Australia’s dynamic finance and insurance sector.

All Matching Deals

Box Hill, Australia

Licensed Foreign Exchange & Remittance Business – Long Established, High-Demand Client Base **Expressions of Interest ** A rare opportunity to acquire a well-established and fully compliant foreign exchange and international remittance business, servicing a strong and loyal customer base across...

On Request
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Australia

Direct enquiries from genuine acquirers only. This company is being sold by the owner. We are seeking serious buyers with the capability to complete the acquisition and manage regulatory transition requirements. Third-party brokers or intermediaries should not enquire unless they are acting on...

On Request
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Crypto Exchange License in Australia
Australia

Digital Currency Exchange Provider license Registered in 2020. Non-operational company. Clean, without any debts or liabilities; Website is included in cost; Several accounts with the cryptocurrency providers; Two bank accounts (3 additional accounts are in process of opening); The seller...

On Request
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Australia

-Licensed and regulated AFCA & AUSTRAC -Registered in 2019 -Clean company -Kraken Account -Top Tier Account -Own software (can be rented) -Website included More info upon request.

On Request
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Sydney, Australia

I have two ACL companies for sale. One is credit provider and one is credit broker.

On Request
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Tips for Buying Finance and Insurance Businesses In Australia

Understand Regulatory Compliance

When buying a finance or insurance business in Australia, it is crucial to understand and adhere to industry-specific regulatory requirements. The Australian Securities and Investments Commission (ASIC) strictly governs financial services, and buyers must ensure that the target business holds all necessary licences, such as the Australian Financial Services Licence (AFSL) or Australian Credit Licence (ACL). It's important to conduct thorough due diligence to verify ongoing compliance, review past regulatory conduct, and identify any outstanding regulatory issues that could pose risks post-acquisition.

Evaluate Financial Performance and Client Base

A robust evaluation of the business’s financial performance is essential. Examine profit and loss statements, balance sheets, and commission statements for at least the past three years. In the finance and insurance sector, the recurring revenue from policy renewals and existing client relationships are particularly valuable, so analyse retention rates, the stability of the client base, and revenue concentration risks. Ensure that no disproportionate portion of income is tied to a small cluster of clients, which could make the business vulnerable after transition.

Assess Staff, Systems, and Succession Risks

The sustainability and profitability of finance and insurance businesses often depend on key staff, proprietary systems, and established business processes. Interview the owners and senior staff to gauge their willingness to stay on, at least during the transition period. Furthermore, closely review client management systems (CMS), compliance processes, and digital platforms to ensure they’re up-to-date and fit-for-purpose. Evaluate how much goodwill depends on the seller's personal relationships with clients—significant key-person dependence can introduce significant succession risks if not managed carefully.