Broadleaf Financial Group
1 Preston Street, Como, Western Australia, Australia
About Broadleaf Financial Group
Welcome to Broadleaf Financial Group, located at 1 Preston Street, Como, Australia. As an establishment focused on finance, we are a point of interest for financial advisory businesses looking to secure their future and maintain their commitment to serving their clients.
At Broadleaf, we understand the challenges that financial advisory business owners face when it comes to succession. Often, they are left with limited options, such as selling their business to banks, corporates, or large dealer groups. This can have a detrimental impact on clients, staff, and stakeholders.
Inspired by the stories of financial advisory firms who regretted their exit strategies and felt constrained by the available options, we set out to create a better alternative. Our model at Broadleaf involves investing in financial advisory firms and partnering with them for the long term.
We work closely with these firms to help them build value and resilience, supporting them in executing a customised succession plan that balances the interests of clients, owners, employees, and investors. Our goal is to ensure a smooth transition while preserving the legacy of the business.
When you choose Broadleaf, you gain access to a community of like-minded individuals and partners who share your values. We provide resources, mentorship, and consulting to help you further grow and strengthen your business. Our collective wisdom and experience are at your disposal.
To tailor your unique exit pathway, we offer a comprehensive questionnaire developed specifically for financial planning business owners and founders. This resource allows you to assess the resilience of your business and identify your goals for succession.
Don't just take our word for it. Many financial advisory firms have already undergone significant ownership transformations with the help of Broadleaf. They have experienced firsthand the benefits of our approach and the positive impact it has had on their businesses.
At Broadleaf Financial Group, we are committed to enabling financial advisory businesses to remain in the hands of those who serve their clients best. Join us on this journey towards a successful and secure future for your business. Contact us today to learn more about how we can support you.
Photos of Broadleaf Financial Group
1 Preston St, Como WA 6152, Australia
Opening hours of Broadleaf Financial Group
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
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