About Springboard

Why we built Springboard and who is our ideal Adviser.

Springboard was born from a desire to do things better.

Our Mission

We exist to back professional advisers — with governance, support, and an environment to grow.

Our mission is to be the licensee that truly understands advisers, combining deep regulatory expertise with practical, real-world experience to create a high-performing, high-integrity compliance framework that actually helps you grow. We exist to back professional advisers with the right governance, the right support, and the right environment to build sustainable, thriving advice businesses.

Springboard Wealth exists to elevate the advice profession by combining market-leading research, best-of-breed solutions, and a governance framework that is transparent, evidence-based, and uncompromising in its commitment to client interests.

We strive to create an environment where advisers are supported, not restricted — where expert judgement is respected, innovation is encouraged, and compliance is seamlessly integrated into everyday practice.

Best Practice Compliance. A curated APL without in-house product conflict. Leveraging technology and AI. Practice support for client growth, client engagement, advice quality and efficiency. Independent by design.

What we stand for

Three principles, structurally embedded.

Independent by design

No revenue-share with product manufacturers. No in-house product on the APL. The structure is the principle — not a marketing line, an architectural choice.

Built by planners

Founded and run by planners who've operated practices, not a corporate parent's compliance arm. Every decision is made from the planner's chair first.

Aligned with your clients

The needs of your clients are paramount. Our success depends on you running a compliant and sustainable business that continues to evolve and meet the changing needs of your clients. It is our job to partner with you, to provide access to new tools and services, and provide appropriate guardrails to ensure clients are protected.

Operational governance

The principles above sit alongside an eight-principle investment framework.

Our values are who we are. The investment framework is how we operate — Lonsec-rated APL, platform neutrality, transparent comparability, active oversight, and continuous improvement, anchored in s912A(1)(a) of the Corporations Act 2001.

See the full framework →

Licensee + Compliance

Everything a wirehouse delivers — without the conflicts.

Springboard Wealth Pty Ltd holds an Australian Financial Services Licence, regulated by ASIC under the Corporations Act 2001, and meets the licensee duty under s912A(1)(a) to act efficiently, honestly, and fairly. We meet every requirement of a wirehouse — and skip the structural conflicts that come with one.

What's different: a wirehouse exists to manufacture and distribute its own products. We don't manufacture anything. The APL is curated, the research is independent, and the only product on the list is whichever serves the client best. That's the structural choice — and it's the reason a planner working under a wirehouse will tell you their advice always feels slightly compromised, while a planner with us doesn't have that conversation.

AFSL XXXXXX — Australian Financial Services Licence

Want to know more

Talk to us. We'll show you the structure.

We'll send a draft FSG, walk through the fee structure, and answer the questions you'd want to ask before joining a new licensee.