The Shareholder Process
For patient, curious investors who want to build something great.
Who invests in Broadleaf
Insider Shareholders
Owners and teams of partner businesses. People with skin in the game.
- Business owners of partner firms
- Team members building toward ownership
- Next-gen leaders being inducted
- Aligned interests, shoulder to shoulder
Community Shareholders
High-quality, curious-minded individuals who want to help build something great.
- Curious, values-aligned individuals
- Wanting to be part of building something
- Bring networks, ideas and energy
- Long-term, patient capital mindset
At maturity, the community looks like this
Broadleaf’s vision is a curated community of 40 to 50 high-quality financial planning businesses, located across Australia’s major cities, majority owned by the people who work in them, and generating durable, recurring revenue from clients who rely on them across decades.
across Australia
by the community
at maturity
Broadleaf holds a minority stake, on average around 25%, in each partner business. It does not control them. It does not absorb them. It serves them: providing capital, community, governance support and long-term partnership.
As the community matures, excess cash flows fund progressive dividend growth, share buybacks, and a secondary market that provides natural liquidity, without requiring the whole enterprise to be sold to generate it.
This is not a roll-up. It is not financial engineering. It is a curated ecosystem, a self-perpetuating flywheel of quality, trust, growth, cash flow and reinvestment.
Investor fit
This investment is not for everyone. We think that is a feature, not a problem.
Broadleaf is right for you if…
- You think in decades, not quarters and expect strong returns to reward that patience
- You want income along the way: an annual progressive dividend, growing as the community grows
- You are comfortable with a long-term orientation, knowing a secondary market exists if circumstances change
- You believe culture and alignment are drivers of financial performance, not soft considerations
- You want to understand what you own, a real business, with real cash flows, serving real clients.
Broadleaf is not right for you if…
- You need guaranteed short-term liquidity as your primary requirement
- You are primarily optimising for the highest possible near-term return
- You are indifferent to what you own or how it operates
- You see Australian financial planning as a commodity sector.