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 people who understand planners

Founded and run by people who were planners and have worked with planners for decades. Every decision grounded in helping the business operate professionally and profitably within the compliance framework.

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 full-service Dealer Group delivers — without the conflicts.

We meet every attribute of a full-service Dealer Group — and skip the structural product conflicts that often underpin Dealer Group economics.

What's different at Springboard Wealth? We don't exist to manufacture or distribute or recommend our own models, products or badged platforms. The APL is curated, the research is independent, and we offer products and platforms that best meet the needs of our clients. That is our structural choice — not to compromise advice with conflicted products.

AFSL 544118 — Australian Financial Services Licence

Want to know more

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

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