About Springboard

Why we built
Springboard. And who it's for.

We started Springboard because we got tired of dealer groups that put their book ahead of their planners. This is the licensee a planner would design for themselves.

Our Story

We've built practices, sold practices, and worked inside three of the bigger groups.

The same pattern showed up everywhere: a planner-first conversation at the front, a back-end run for someone else. Different brand colours, similar economic logic.

Springboard started with a simple test: would a dealer group set up to genuinely serve planners look different from one optimised to serve a balance sheet? Yes — different fee structures, different APL principles, different conversations about your clients' outcomes versus ours.

"What you get is the kind of licensee a planner would design for themselves — because that's how it was built."

AFSL-licensed compliance done properly. A curated APL with no in-house product. Modern technology that integrates. The practice-development support that helped us grow ours. Independent by design, personally invested, aligned with the clients you're already serving.

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

Your clients' outcomes are the metric. Our success follows yours, not the other way around. Read the fee structure — the alignment is in the numbers.

Licensee + Compliance

Everything a wirehouse delivers — without the conflicts.

Springboard Wealth Pty Ltd holds an Australian Financial Services Licence, regulated by ASIC. 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.