ESTABLISHED SE QLD MORTGAGE BROKERAGE FOR SALE – BROKER RETIRING

Posted by: Anita Marshall | February 4, 2026

Sold $260,000

Description

Established SE QLD Mortgage Brokerage for Sale – Broker Retiring

Sold - Sunshine Coast QLD

Short Summary

Relationship-driven mortgage brokerage with $38M+ loan book, repeat clients, low clawbacks and flexible, home-based operations. Broker retiring!

Key Selling Points

Established brand

Home based

Flexible hours

No Stock requirements

Online-based

Niche Industry

80% Repeat Work

Booming Industry!

Future pipeline of work in place

No weekend work!

Proven trading through Covid

Long established and highly regarded mortgage brokerage operating in regional South-East Queensland is now available for sale due to the owner’s retirement. Founded in 2011, the business is built on strong relationships, ethical lending practices, and an exceptionally loyal client base, with approximately 80% of work generated through repeat clients and referrals and no paid advertising.

The brokerage operates from a flexible home-office model, primarily via video meetings. It is run by a sole operating broker with no employed staff, making it an ideal bolt-on acquisition or lifestyle opportunity.

The business has an outstanding reputation for customer service, minimal clawbacks over its lifetime, and stable trail income. Assets include the full client database, loan trail book, business email, domain and website. The vendor is committed to a smooth transition, offering warm client handover.

This is a rare opportunity to acquire a quality, low-risk mortgage brokerage with strong foundations and genuine goodwill. Please contact us ASAP if you are interested as this listing will NOT last long.

Contact Anita Marshall 0439 393 178 | Blake Marshall 0413 895 244

Asking $260,000

Ref. no. BUY2619

DISCLAIMER:
The information contained in this advertisement and any other material provided in connection with the sale of this business has been supplied by the seller and other sources deemed reliable. While every care has been taken to verify the accuracy of the information, Business Classifieds Pty Ltd ATF Business Classifieds Trust and its agents make no representations or warranties (express or implied) as to the accuracy, completeness, or currency of the information provided.

Prospective purchasers must make their own independent enquiries, investigations, and assessments and should seek professional advice from their accountant, solicitor, and/or other relevant advisors.

No reliance should be placed on any statement, forecast, or representation as to future matters, including profitability, performance, or growth potential, which are inherently subject to business, market, and economic risks.

Business Classifieds Pty Ltd ATF Business Classifieds Trust and its representatives do not accept liability for any loss, cost, or damage arising directly or indirectly from any decision made based on the information provided.

This advertisement and any other material provided in connection with the sale of this business does not constitute legal, financial, or business advice and is not a substitute for a full due diligence investigation. The sale of this business is subject to contract and the final approval of the seller.

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CONFIDENTIALITY & NON-CIRCUMVENTION AGREEMENT: Parties: This Agreement is made between: Business Classifieds Pty Ltd (ACN 130 005 426) ATF Business Classifieds Trust (the Agent), and The undersigned recipient (the Recipient). 1. Interpretation: For the purposes of this Agreement: Business means the business and/or assets referred to by the Agent and/or described in any document, advertisement, memorandum, or agreement provided by the Agent. Confidential Information means all information, documents, data, forecasts, statements, and material (whether written, verbal, or electronic) disclosed by the Agent or the Seller in connection with the Business, excluding information which is in the public domain (other than through a breach of this Agreement). Seller means the party who owns or controls the Business, and includes their heirs, executors, administrators, successors, assigns, or any related entity. Recipient means the individual or entity receiving Confidential Information, including its officers, employees, advisors, agents, representatives, successors, or assigns. Words denoting the singular include the plural and vice versa. Obligations bind parties jointly and severally. 2. Confidentiality Obligations: The Recipient agrees: (1) To keep all Confidential Information strictly confidential, (2) Not to disclose any Confidential Information to any person without the prior written consent of the Agent, except to professional advisors (lawyers, accountants, financiers) who require such information for the purpose of assessing the Business, provided such advisors are also bound by confidentiality, (3) To return or permanently delete all Confidential Information upon request or immediately if the Recipient elects not to proceed with the Business. 3. Non-Circumvention & Commission Protection: (1) The Recipient acknowledges the Agent is the introducing party and the effective cause of all dealings with the Seller, (2) The Recipient agrees not to approach the Seller (directly or indirectly), or attempt to negotiate, purchase, lease, invest in, or otherwise acquire an interest in the Business, except through the Agent, unless otherwise agreed in writing, (3) The Recipient must not: (a) bypass, avoid, or circumvent the Agent in any dealings with the Seller; (b) assist any other party to do so; or (c) take any action that interferes with the Agent's entitlement to commission, (4) If the Recipient (or any related entity, nominee, associate, or advisor of the Recipient) acquires an interest in the Business, whether directly or indirectly, the Recipient agrees the Agent is deemed to be the effective cause of the transaction, and the Agent's full commission is payable by the Seller in accordance with their agency agreement, (5) If the Recipient is found to have breached this clause, the Recipient agrees to indemnify the Agent against any loss, commission, costs, or damages suffered as a result of such breach. 4. Indemnity: The Recipient indemnifies and holds harmless the Agent against all claims, demands, actions, losses, liabilities, damages, and costs arising out of or in connection with any breach of this Agreement. 5. Disclaimer: (1) Information supplied in connection with the sale of this business has been supplied by the seller and other sources deemed reliable. While every care has been taken to verify the accuracy of the information, Business Classifieds Pty Ltd ATF Business Classifieds Trust and its agents make no representations or warranties (express or implied) as to the accuracy, completeness, or currency of the information provided, (2) Prospective purchasers must make their own independent enquiries, investigations, and assessments and should seek professional advice from their accountant, solicitor, and/or other relevant advisors, (3) No reliance should be placed on any statement, forecast, or representation as to future matters, including profitability, performance, or growth potential, which are inherently subject to business, market, and economic risks, (4) Business Classifieds Pty Ltd ATF Business Classifieds Trust and its representatives do not accept liability for any loss, cost, or damage arising directly or indirectly from any decision made based on the information provided, (5) This document does not constitute legal, financial, or business advice and is not a substitute for a full due diligence investigation. The sale of this business is subject to contract and the final approval of the seller. 6. Duration: The obligations in this Agreement continue indefinitely, including after the return or destruction of Confidential Information. 7. Electronic Acceptance: The Recipient agrees that execution of this Agreement electronically, including by clicking "I Agree" or providing acknowledgement via email or digital form, is binding and enforceable.*
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Property Features

Real Estate Agent's

About
Bio
Recent Listings

Anita Marshall

0439 393 178

With more than two decades of experience in finance, lending, and business development, Anita Marshall brings a wealth of real-world insight to the business sales process. Before transitioning into business broking, Anita spent over 20 years as a respected mortgage broker and business owner of her own mortgage brokerage, where she helped hundreds of clients achieve their property and investment goals. Her deep understanding of lending structures, buyer financing, and deal flow gives her a unique advantage when guiding both sellers and buyers through complex transactions. Anita’s approach is warm, transparent, and solutions-focused. She combines her financial acumen with strong relationship-building skills developed through years as a Business Development Manager in the finance sector. This means she not only connects quickly with clients but also understands how to position a business for a smooth, finance-ready sale that appeals to serious buyers. Known for her professionalism and persistence, Anita is passionate about helping business owners realise the full value of what they’ve built — and ensuring the transition is handled with care and confidence.

About
Bio
Recent Listings

Blake Marshall

0413 895 244

Blake offers a diverse background across trades, finance, and the motorcycle industry. Of particular relevance, Blake built a successful mortgage broking business spending eight years helping clients secure finance for business and property investments. This experience gave Blake deep insight into how deals are structured, what lenders look for, and how to present financials in a way that builds confidence and gets deals across the line. After successfully negotiating and selling his own mortgage broking firm, he transitioned full-time into business sales, where he has spent the past two years applying that same expertise to achieve strong results for his clients.

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ESTABLISHED SE QLD MORTGAGE BROKERAGE FOR SALE – BROKER RETIRING

Description

Established SE QLD Mortgage Brokerage for Sale – Broker Retiring

Sold - Sunshine Coast QLD

Confidentiality Agreement

Thank you!

Property Features

Real Estate Agent's

Anita Marshall

Blake Marshall

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