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 exist so financial planners can build their practice without compromise. AFSL-licensed. Independent. Designed around your clients' outcomes — not ours.
For financial planners
Independent. Supported.
Aligned.
I.
Flat-fee, transparent structure
No hidden costs. No revenue-share surprises. Know exactly what you pay — and what you get.
II.
Compliance, APL + technology included
Everything you'd build yourself if you had the time: ASIC-ready compliance, a curated APL, and modern advice software.
III.
Practice development that moves the needle
Business growth, succession planning, and peer mentorship — from a team that has grown practices just like yours.
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, paraplanning tools, and a secure client portal. Technology that works for your practice, not against it.
Research / APL
Independent product research and a curated approved product list. No conflicted recommendations. Pure product quality.
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.