Shartru Wealth Management is the engine room for some of Australia’s most
innovative, efficient and effective financial advisers and experts.
We provide an outstanding platform of support for financial advisers
like you, ensuring you save time, resources and money, and empowering
you to focus more on what you do best giving advice.
With Shartru Wealth Management, you can spend more time assisting your clients
in the way they want to be serviced.
WHY SHARTRU WEALTH?
WHAT OUR ADVISERS SAY ABOUT US
One of the best ways to build trust with the team is to lead by example;
Rob and Shartru Wealth Management Pty Ltd are a Licensee that epitomises this creed. They have successfully built a team grounded in integrity and attitude of “roll up their sleeves”. Rob and the Shartru team continue to do what is necessary to support our business to deliver financial advice that is in our client’s best interest. Shartru provides all the required administrative, back office and para planning support, as we established our business and this continues as our business matures.
Rob & Shartru’s depth of regulatory and practical knowledge assisted us to quickly achieve profitability as a new business. Through regular and targeted communication, whether through webinars or one-on-one meetings, Rob and the team at Shartru kept us updated on the evolving nature of the financial advice. This support is critical to ensure that we continue to meet the changing regulatory requirements. There was never a moment that we felt isolated or lost. The commitment to ethics is grounded in every conversation with Rob and the team.
In addition to the core Shartru team, we have also had the pleasure of the growing trust and support of the broader Shartru community of authorised representatives. This desire to help is especially evident in matters of complex financial strategies.
I highly recommend any advisor considering the benefits of an advice solution or those seeking to establish a new financial planning business should have Shartru and Rob at the very top of their list. I would be glad to describe in more detail the support and ethos of Rob and Shartru.”
“After making a decision to leave my previous licensee I undertook an extensive process to identify the most appropriate licensee which would provide me with the structural framework which would allow me to operate my business efficiently and, above all, assist me in providing advice to my clients in a manner which is highly compliant and tailored to my specific advice circumstances.
During this process I was introduced to Rob Coyte, the CEO of Shartru Wealth Management Pty Ltd, and was immediately attracted to his advice philosophies which resonated with my own – his description of Shartru as a licensee “run by advisors for advisors” perfectly enunciates the ethos of support offered by Shartru.
Ultimately, the decision to move to Shartru was easy. The transition of my business to Shartru was made as stress free as is possible with the wonderful support of Shartru’s administration team and the continued support of Rob and the team has been strong – Shartru is not a licensee which promises much but delivers little.
Shartru’s support for its advisors is undoubted and the collegiate nature of the business ensures that all advisors not only have a part to play in the success of Shartru, but they are all valued and their respective strengths utilised across the group.
I would strongly recommend any advisor searching for a licensee with strong support and ethics to consider Shartru and would be pleased to be able to describe my experiences with Rob and Shartru.”
“Like many people who start their own business, consideration around administration, compliance and overall operations can be quite daunting. Fortunately for us, we were able to approach two of the industry’s most knowledgeable professionals, Robert Coyte and Andrew Meakin.
Their advice was to join a group that has the resourcing, knowledge and services that will allow us to have more time to service our clients in the best possible way. That’s why we joined Shartru Wealth.
Shartru offers an extensive range of services for all it’s clients as well as the Authorised Representatives (AR’s) that use the Shartru name. The back of house support team for the AR’s is precise and responsive, making sure that all documents are compliant to the current regulations.
Additional to this is the Managed Discretionary Account (MDA) service that is offered by Shartru. Under the expertise of the investment committee, the MDA allows AR’s to invest their clients into a range of pooled and managed funds to give your clients the right exposure.
I personally could not be more satisfied with the agreement we have in place with Shartru Wealth. Their service has allowed us to handle a greater diversity of clients that we would normally pass on due to time and investment constraints. If you are in the financial planning business, then I recommend you take the time to talk to the team at Shartru, and see how they can help you grow your business.”
“Business efficiency will determine whether or not a smaller financial advice provider can stay competitive over the long term. This year Shartru Wealth focused on the many innovative ideas to assist our AR’s in running their businesses. Going forward Shartru will continue to enhance our back office capabilities, X-plan will talk to more things within the advice process than ever before, Paraplanning is there and they have other initiatives up their sleeve as well.
As the group was built by ‘advisers for advisers’ we find almost anything is possible if the idea has merit – that’s what I really like about this mob! One of the best things about Shartru is it’s like a family of fellow practitioners all working collaboratively towards a common cause – better advice outcomes for every client.”
“In 2016 I was licensed through a large dealer group who made the decision to stop offering advice and close their financial planning service. This could have been a stressful time except that I made the decision to join Shartru Wealth. The move was very well managed for both myself and my clients.
I joined Shartru Wealth for a number of key reasons including:
Continuation of the ability to give advice that’s providing good outcomes for my client’s needs
Their use of adviser focused technology for both client management and ongoing compliance
Access to the Shartru Wealth managed account service with extensive portfolio options to satisfy a wide range of client investment needs
The ability to tap into the expertise of experienced advisers in Shartru Wealth for assistance in complex matters, and
The ability to not only easily access the people who run the organisation but also to have the ability to put forward suggestions that can improve our business
The decision I made to join Shartru Wealth has been a good one.”
“I am a relatively new adviser who had exposure to three different dealer groups before becoming authorised. Shartru was the stand out dealer group of the three dealer groups I had exposure to, hence I am authorised with Shartru. There are many reasons why I considered Shartru stood out from the other dealer groups. The two reasons which are most important to me are as follows:
(1) When reviewing advice, the Shartru representatives offer suggestions as to other advice which may not have already been considered. This is important to me as I want to add as much value to my clients as possible, and it helps me to grow as an adviser.
(2) Shartru representatives thoroughly review advice to ensure it properly considers all relevant information relating to the client and that it will put the client in a better financial position overall. Shartru is a best practice dealer group with a focus on best interest advice. This is important to me as I want my clients to be happy long-term clients.”