Shartru Wealth Management is a national financial services licensee that serves as a hub for some of Australia’s most innovative and efficient financial advisers. With a focus on empowering advisers to provide quality advice, Shartru offers a comprehensive support network encompassing licensing, compliance, IT, advice, and administration. By connecting individuals and families with top-tier financial advisers, Shartru aims to help clients achieve their financial goals while enabling advisers to concentrate on delivering tailored advice solutions.
Founded in response to a need for a dealer group aligned with the interests of financial advisers and clients, Shartru Wealth Management prioritizes risk and reputation management above all else. The company’s management team, led by CEO Rob Coyte, brings a wealth of experience and a commitment to ethical practices in the financial services industry. By offering support services from specialists in financial planning, stockbroking, taxation, property, insurance, and finance, Shartru ensures that advisers have the tools and resources needed to succeed.
Shartru Wealth Management’s core philosophy revolves around managing futures rather than just money, emphasizing the importance of building lasting relationships and sustainable wealth accumulation. Through a dedicated support platform and a focus on innovation, Shartru aims to provide advisers with the means to present innovative solutions to their clients. With a tailored approach that recognizes the unique skills and requirements of each adviser, Shartru Wealth Management is dedicated to helping advisers grow their practices while upholding the highest standards of ethical and quality advice.