Broadleaf Financial Group is a Perth based firm that takes minority stakes in financial planning businesses, backing owners who want to build something that lasts rather than sell up and walk away. Based in Subiaco, Western Australia, Broadleaf works alongside next generation advisers, mid career practices and owners approaching retirement, helping each stage plan a smooth handover without losing the culture or the client relationships that built the business.
Broadleaf now partners with 13 advisory businesses, has supported 9 further acquisitions, developed 25 next generation owners and helped 10 principals retire on their own terms. Together those firms look after more than 8,000 client families and around $7.5 billion in assets. For SME owners weighing up their own exit, Broadleaf is proof that succession does not have to mean selling the name off the door.
