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Broker Investments program to empower Australian broking businesses

We invest in brokers who want to scale, evolve or step back, without giving up what they’ve built. AFG’s Broker Investments program is for high-performing brokerages ready for what’s next.

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Why this program exists

Expanding the traditional options

The broker landscape is shifting. Scale matters more than ever, succession is on the horizon for many business owners and the right support could be the difference between seizing an opportunity and watching it pass.
Most brokers reach a point where the traditional options don’t quite fit. You want to grow but need capital to do it. You’re thinking about succession but a trail-based valuation doesn’t reflect what you’ve actually built. You want expertise in the room but not at the cost of control.
AFG Broker Investments was designed to fill that gap. We recognise the full value of your business and work alongside you to unlock it.
We take a minority, non-controlling stake. You stay in charge. We don’t run your business. We back it.

We’re saying to brokers, there’s more to your business than just the value of your trail. Your IP, systems and processes are highly valuable. We want to invest in sustainable businesses that share AFG’s values and help them deliver on their strategic vision.

Vik Sukumaran

Head of Broker Investments, AFG

What the program offers

Whatever stage you’re at, we’ve got the capital and support to back your next move. Explore how we can help with growth, acquisitions and long-term planning below.

Access to growth capital

Expand your team, invest in marketing or enter new markets with the financial backing to move decisively.

Support for acquisitions

Looking to acquire a smaller brokerage or consolidate in your market? We can provide the capital and support to move on the right opportunities at the right time.

Build sustainable value

Strengthen your systems, processes and operations to build a more sustainable business, not just a bigger one.

Plan your next chapter

Succession doesn't mean exiting tomorrow. We'll help you plan what comes next, protect what you've built and help maximise the value of your business along the way.

The conversation with brokers is, ‘Where do you want to get to, and what’s your plan to get there?’, because you don’t start a business to be in it forever. Let’s help you build something that’s sustainable and will survive beyond you. Every brokerage will view the program differently, because we’ve designed it to be flexible.

Vik Sukumaran

Head of Broker Investments, AFG

Read Broker Investments case studies
How the program works

A partnership model – not a takeover

AFG takes a minority, non-controlling stake in a select number of established brokerages. You remain in charge of day-to-day operations, your client relationships, branding, culture and the decisions that matter most.
Every partnership looks a little different. Together, we shape the strategy and direction, bring in the right capital and expertise and then we step back to let you run your business.
We’re also in it for the long haul. We’re not here to help you grow and then exit, we’re looking to build lasting partnerships with businesses we believe in.
As part of the investment, you also gain access to Board-level representation from professionals with deep industry knowledge and experience. This means meaningful engagement and strategic input from people who understand your business.

We take a minority position because we're not here to run the business. Instead, we partner with owners, providing capital where needed and helping source the expertise required to execute on their priorities.

Vik Sukumaran

Head of Broker Investments, AFG

Is this program right for you?

Broker Investments is designed for established, high-performing brokerages. This is not a program for brokers who are early in their journey.
You’re likely a good fit if:
  • You run an established brokerage with a strong, proven track record
  • You're open to minority equity participation with a structured model
  • You have a clear ambition for your business with a plan of how to get there
  • You're looking for capital to grow, acquire or transition the business
  • You want a long-term partner not a buyer
  • You run an established brokerage with a strong, proven track record
  • You're looking for capital to grow, acquire or transition the business
  • You're open to minority equity participation with a structured model
  • You have a clear ambition for your business with a plan of how to get there
  • You want a long-term partner not a buyer

If you’re building towards these milestones but aren’t there yet, AFG has other programs designed to support brokers at every stage of growth and there may be a better fit for where you are right now.

See the program in action

Explore how Broker Investments has supported brokerages at different stages, whether that’s aggressive growth, strategic acquisitions, or planning a well-earned exit.

How Lifespan Mortgage Services turned succession planning into a stronger business 

How Loan Path Finance fast-tracked its acquisition strategy

Empower Wealth positions for acquisition opportunities amid industry consolidation

Start the conversation

This program is selective. AFG aspires to partner with up to 35 broker groups nationally by 2029, a deliberately small number, so each partnership receives the attention it deserves.
If you’ve built a strong business and want to explore what’s possible, we’d like to hear from you. All enquiries are confidential.

If you choose to provide your information, it will be used to offer or provide you with our services and/or the services of our associates. We may also ask you for feedback. We may not be able to assist you if you do not provide your information. We may need to disclose your information to other organisations providing services to us, that may be overseas. If you would prefer not to receive marketing material you can always unsubscribe. We include a simple unsubscribe feature on all electronic marketing materials that we send. Our Privacy Policy (which is available on this website) contains information about how you can access your personal information and request corrections or lodge a complaint. Information about who we are and how to contact us is available on this website.

Please note AFG does not provide financial product, tax, legal or accounting advice. Any information contained on this web page is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Past performance is not an indication of future performance, and no representation or warranty is made that the information contained above is appropriate for any particular circumstances or indicates that a particular course of action should be followed. We suggest you consult your own financial product, tax, legal and accounting advisors before engaging in, or considering the appropriateness of, any transaction.
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