Menu
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.
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 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.
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.
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.
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.
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.
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.
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.
Enter your name and email address to instantly get your e-book.
