Our Values

Seabridge Wealth was founded out of a desire to align ourselves with our clients’ needs. We believe that this is best achieved by being an Independent Financial Advice firm.

Seabridge Wealth was founded out of a desire to align ourselves with our clients’ needs. We believe that this is best achieved by being an Independent Financial Advice firm. This means no commissions and no hidden fees. Your adviser needs to partner you with your wealth management, not be a salesperson for a larger institution.

How we operate

We have found that financial advice is best delivered in boutique organisations, as when management don’t interact with clients, their decision making process shifts from the best interest of the client to increasing the profit of the business.

Given the issues that the financial planning industry has faced with royal commissions, conflicts of interest and general self-interest we believe that in order to move from an industry to a profession that advice providers need to hold themselves to a higher standard than the minimum standards within legislation. One way that we believe this can be met is through becoming an Independent Financial Advisor.

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What is an Independent Financial Advisor?

The use of the word ‘independent’ is enshrined within the Corporations Act and says that financial advisers can only use this term if they meet the following standards:

  • Must not receive commissions from a product issuer.
  • Must not charge forms of remuneration calculated on the volume of business (a legal way of saying don’t charge percentage based fees).
  • Must not accept gifts from a product issuer that might influence them.
  • Must not have any additional product restrictions imposed on them by their AFSL (another legal way of saying you can’t have a restricted list of investments that you advise on).
  • Must not have any association with either a financial product or a financial product issuer.

Seabridge and its advisers meet these requirements and are independent.

With you, we can create your financial roadmap and partner with you along the journey ahead.

Arrange a complimentary, introductory meeting today.