About Us

Shorebridge Wealth Advisers is a boutique financial services provider based in Sydney’s North and NorthWest. We’re supported by Capstone Financial Planning which is one of Australia’s leading non-institutional aligned financial services licences with a network of over 260 financial advisers around Australia. Capstone provides the research, technology, advice infrastructure, governance and compliance framework to provide our clients the peace of mind in ensuring their best interests are forefront.

At Shorebridge we value having close relationships with our clients, to ensure we truly understand their goals, needs and wants.

With each adviser having at least 20 years of experience in providing financial advice you can rest assured you’re in good hands.