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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.

Seeking professional advice to help achieve your financial goals is an important investment in your future.

We are committed to working with you to help you define your goals and design a financial plan to meet your needs. .

Let’s review your requirements

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

We are always ready to discuss your requirements and objectives in person or over the phone to get to know your goals better. 

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

GET IN TOUCH

Shorebridge Wealth Advisers is a boutique financial advisory firm with offices in Chatswood and Bella Vista. Our job is to help you plan strategies that will allow you to take control of your financial future. It’s our privilege to create lasting relationships with our clients and build lasting trust, ensuring each generation has the opportunity to live the life they want.

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