Compliance
ASIC-standards aligned. Ongoing compliance reviews, audit support, and regulatory guidance — so you never miss a requirement.
AFSL XXXXXX — Licensed Dealer Group
Independently minded.
Personally invested.
Adviser-first.
We back professional advisers with the right governance, the right support, and the right environment to build sustainable, thriving advice businesses. Transparent, evidence-based, and uncompromising in our commitment to client interests.
For financial planners
Independent. Supported.
Aligned.
I.
Transparent fee structure
A mix of competitive dealer splits and set fees designed to enable your business to grow and thrive with certainty and flexibility.
II.
Compliance, Lonsec-rated APL + technology
A business model you would build for yourself. ASIC-aligned compliance. Evidence-based research. An APL based in sound principles, reasoning and evidence. Choice and flexibility in your tech stack solutions. See the framework →
III.
Practice development that moves the needle
You will have support to help you grow your business, acquire, sell and realise value from the business you have built. There will be support from a community and a team that have extensive experience in the industry and have learnt from their experience.
Our services
Everything a planner's practice needs.
Five core service pillars — each designed to reduce the administrative burden on your practice so you can focus on what matters: client outcomes.
Technology
Modern advice software and paraplanning tools. Technology that works for your practice, not against it.
Research / APL
Lonsec-rated APL — Recommended or Highly Recommended. No in-house product, no conflicted recommendations.
Practice Development
Business growth, succession planning, and marketing support. Practical tools — not theoretical frameworks — for building a sustainable practice.
Training
Ongoing CPD, ASIC-aligned professional development, and peer learning forums. Keeping you ahead of the regulatory curve — without the grind.
Our difference
Why planners and their clients choose us.
In a category defined by opacity and complexity, Springboard Wealth chose a different path — flat-fee pricing, genuine independence, and service standards that put planner outcomes first. The results speak clearly.
"Springboard gave us the infrastructure to run a genuinely independent practice. No compromises on product recommendations. No conflicts of interest. Just real support."— A Springboard Wealth planner (name withheld pending discovery call)
Practice-of-the-Year Recognised
Multiple Springboard planners have been recognised at national level. We'll confirm specific awards post discovery call.
ASIC Compliant. Always.
Our compliance framework is built around ASIC's standards — reviewed continuously, not just at audit time.
Genuinely Independent
No product manufacturer relationships. No volume bonuses. Our sole commercial interest is a healthy, growing planner community.