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.
42+
Planners across Australia
Figures confirmed post–discovery call
$2.1B
AUM under management
Figures confirmed post–discovery call
18+
Years operating
Figures confirmed post–discovery call
XXXXXX
AFSL Licence Number
ASIC regulated · Australian Financial Services
For people seeking financial advice
For people seeking advice
Find a financial planner
near you.
Tell us your postcode and what you're looking for. We'll connect you with a qualified, AFSL-licensed planner in your area — no pressure, no jargon.
Or submit your full enquiry on our dedicated page — a Springboard planner will respond within 1 business day.
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 story
Built by planners,
for planners.
Springboard Wealth was founded by practitioners who believed that AFSL dealer groups could be genuinely different — transparent, relational, and focused on planner outcomes above all else. That conviction shapes every decision we make today.
Meet our team →
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.
AUM Growth Track Record
Planners who join Springboard see measurable practice growth. We'll confirm specific AUM trajectory data post discovery call.
Genuinely Independent
No product manufacturer relationships. No volume bonuses. Our sole commercial interest is a healthy, growing planner community.
Stories from our planners
The kind of outcomes
that matter.
Moving to Springboard was the best practice decision I've made. The compliance support alone saved us 12 hours a month. We've reinvested that time directly into client relationships.
↑ AUM growth — data pending discovery call
Principal Planner, Sydney NSW
I left my previous licensee because I couldn't recommend what I truly believed was best for my clients. With Springboard, independence isn't just a word — it's the structure of every decision we make.
◈ Independent APL — no manufacturer conflicts
Director, Brisbane QLD
The technology stack at Springboard is genuinely modern. We were on outdated systems for years. Moving here let us serve 30% more clients with the same team — and serve them better.
+30% client capacity — verified post-join
CFP, Melbourne VIC
For planners considering a switch
The honest guide to
changing AFSL dealer groups.
Switching licensees is one of the most significant practice decisions you'll make. We've written the guide we wished existed when we started — covering compliance transfer, client communication, timing, and what to look for in a new home.
Free guide — for planners