Adviser 2018-10-12T00:05:52+00:00

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?

WE’RE NOT ATTACHED TO A BANK

WE’RE NOT ATTACHED TO A BANK

Shartru Wealth is not owned by a bank, and our support platform is built by advisers for advisers.

WE WILL SAVE YOU TIME AND MONEY

WE WILL SAVE YOU TIME AND MONEY

Spend less time and money on the things that hold you back. We charge a fee to take care of everything from licensing and training, streamlined commercial compliance, adviser IT and investment managed account service. We believe we represent a great alternative to self-licensing. See the website for our full list of services.

WE BELIEVE IN PRACTICAL COMPLIANCE

WE BELIEVE IN PRACTICAL COMPLIANCE

Our compliance regime is based on the underlying law and the framework around it. We focus on the ‘key issues’ to make sure we are delivering appropriate advice to our clients and protecting our advisers and their businesses by doing so within a structured framework based on common sense and logic. We focus on auditing and preserving our reputation, which belongs to each authorised representative in our network.

YOU GAIN ACCESS TO SUBJECT MATTER EXPERTS

YOU GAIN ACCESS TO SUBJECT MATTER EXPERTS

When you are part of the Shartru Wealth family, you join a nationwide network of advisers. Our complex advice area can provide you with expert advice on complex issues ranging from defined benefits, tax, aged care and so much more.

ENJOY THE BENEFITS OF SCALE

ENJOY THE BENEFITS OF SCALE

By getting together with like minded people it gives the opportunity to do things together that you cannot achieve on your own. Shartru Wealth has a number of innovative investment solutions that are not available elsewhere. We acknowledge the need to look outside the box and come up with unique proposition for your clients.

WE’VE MADE LIFE EASIER

WE’VE MADE LIFE EASIER

Everything we do is focused on making life easier for you, from our IT platforms, to our compliance and licensing. It’s a platform that is designed by advisers for advisers.

YOU MAINTAIN CONTROL

YOU MAINTAIN CONTROL

We know it is important for you to be the ‘gatekeeper’ to your client. We have therefore put together a suite of services that you can access for your clients. This means you can have appropriately qualified experts attending to your client’s needs in concert with your advice and not be concerned about the client ‘walking through another door’.

KEEP UP TO DATE

KEEP UP TO DATE

The environment in which we operate is constantly changing. When you join the Shartru family, we will invite you to regular webinars where we discuss latest trends, investment ideas, policy developments, changes in law or topics relevant to our industry. We are proactive and dynamic, which means we are always open to new ideas that will benefit your clients.

WE ARE SOLUTIONS AGNOSTIC

WE ARE SOLUTIONS AGNOSTIC

We believe flexibility is the key to successful advice, which is why our solutions are not rigid. If you have a solution you wish to consider, we’ll happily evaluate the idea for you.

WE BELIEVE TAILORED ADVICE IS EVERYTHING

WE BELIEVE TAILORED ADVICE IS EVERYTHING

We’re not interested in a cookie cutter approach to advice. Everything we do is tailored to the individual authorised representative. We recognised that the reputation of one is also in part the reputation of us all. This must be protected and managed. However, all advisers have different skills, experience and requirements.

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.”

Jeff John, B.E Wealth

“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.”

Neil Stafford, Stafford Strategic Advisory

“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.”

Steve Keegan, KJS Financial Consulting

“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.”

Adam Kennedy , Ethical Financial Advice
“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.”

Mark Finlay, Finlay, Rendoth & Associates

“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.”

Lisa Bird, The Finance Bird

SHARTRU WEALTH

Head office
14 Macquarie Street
Belmont
NSW 2280

PO Box 565 Belmont NSW 2280

Phone: 1300 478 424
Email: [email protected]