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.
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 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 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.
The same pattern showed up everywhere we worked: 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.
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.
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 wirehouse delivers — without the conflicts.
Springboard Wealth Pty Ltd holds an Australian Financial Services Licence, regulated by ASIC under the Corporations Act 2001, and meets the licensee duty under s912A(1)(a) to act efficiently, honestly, and fairly. 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.