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.

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