Compliance
ASIC-standards aligned. Ongoing compliance reviews, audit support, and regulatory guidance — so you never miss a requirement.
AFSL XXXXXX — For financial planners
Build your practice
without the compromises.
Springboard Wealth is an AFSL dealer group designed around independent planner outcomes — not product manufacturers. Flat-fee, transparent, and aligned with the practice you're trying to build.
For financial planners
Independent. Supported.
Aligned.
I.
Flat-fee, transparent structure
No hidden costs. No revenue-share surprises. You know exactly what you pay each month — and exactly what you get for it. The opposite of how most dealer groups bury their pricing in volume bonuses and product spreads.
II.
Compliance, APL + technology — included
Everything you'd build yourself if you had the time: ASIC-aligned compliance frameworks, a curated approved product list with no manufacturer relationships, and modern advice software wired into a secure client portal. We carry the infrastructure so you can carry the relationships.
III.
Practice development that moves the needle
Business growth coaching, succession planning, peer mentorship — from a team that has grown practices like yours. Not theoretical frameworks; actual playbooks tested in the field by Australian planners working under Australian compliance.
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.
Talk to us
Let's see if Springboard is the right fit
for your practice.
Tell us a little about where you are and what you're looking for. A senior member of our team will be in touch — typically within two business days.
- 1. We review your details + current practice setup.
- 2. A senior team member calls to understand your goals.
- 3. If we're a fit, we walk you through the transition path.
Your details stay with our team. We never share planner enquiries with third parties. See our Privacy Policy.