BROADLEAF

Since our inception, Broadleaf has successfully executed a number of investments and sub acquisitions in the Western Australian community with exceptional feedback from all stakeholders involved... The Broadleaf model focusses on investing in financial advisory firms and partnering with them for the long term. We support them to build value and resilience and work with them to execute a customised succession plan with a symbiotic balance of clients, owners, employees and investors interests... Broadleaf Financial Group Partners with financial planning business owners to customise their succession and provide an exit pathway that works for all.

Primary location: South Perth