Plan today to live a more confident tomorrow.

Why choose Shorebridge Wealth Advisers?

Shorebridge Wealth Advisers are a team of dedicated financial advisers, whose primary mission is to provide their clients peace of mind that their financial and lifestyle goals are achievable. With a dedicated plan, we’ll help you grow, protect and manage your wealth over the long term while dealing with your day-to-day financial needs and challenges.

We leverage the latest innovations and technology to ensure costs are lower, and our partnerships with some of the leading asset managers and analysts ensure you remain ahead of the pack.

Our Services

Investments & Portfolio Management

At Shorebridge we have a conservative, research-based and disciplined approach to investing. We ensure that your investment strategy that is customised to your individual goals,  objectives and tolerances.

Retirement Planning

Retirement means many different things to different people. For some, it could mean spending more time with family, friends or travelling. While for others, it could mean pursuing a neglected passion, starting a small business, or volunteering.

Share trading & ETFs

At Shorebridge Wealth Advisers we partner with Australia’s leading brokers, analysts and research providers to ensure our client’s share portfolios are constructed based on rigorous financial analysis.


As a self-managed super fund trustee, you are in complete control of your retirement super fund. You decide how it is invested and control where the money goes.

Personal Insurance

One of your greatest assets is your capacity to earn. Protecting your income, assets and lifestyle with appropriate insurance cover will provide peace of mind and financial security for you and your loved ones.

Superannuation Strategies & Consolidation

While it may not seem like it yet, your superannuation savings or ‘super’ as it is more commonly called, is likely to be your greatest asset (aside from the family home) as you approach retirement.

What makes us different?

Put simply – experience, knowledge and owners working in the business day to day helps set us apart. We’re a financial services firm supported by one of Australia’s largest and leading Financial Services Licences Capstone Financial Planning. However Shorebridge Wealth Advisers is not owned by a bank or other large publicly listed financial institution.

This means we’re always focused on your best interests first and foremost.

Our Partners


Let’s review your requirements

Are you looking for a legitimate partner to help you drive the next stage on your financial success journey?

Please feel free to contact us or book an appointment to set up a no-obligation meeting with one of our financial advisors.

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