Shartru Wealth

Financial Services · 11 Employees
Phone Number: +61 1300 478 424
Email Address: advice@shartru.com.au
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About
Shartru Wealth Management is an Australian Financial Services Licence Holder run by practicing Financial Advisers who are passionate about delivering the best possible service to clients and their adviser network. For Financial Advisers: Mentoring, MDAs, Model Portfolios, Para-planning, Back Office Support, Commercial Compliance plus access to a broad range of solutions for advisers to leverage their relationship with their clients. If you are a financial planner visit www.shartruwealth.com.au to find out more about how we can help you today. Put simply, if it works for us, it will work for you. Our experience in various markets means that our advisers can provide you with timely and informed recommendations on: Self Managed Superannuation Maximisation of superannuation benefits Retirement planning and income strategies Wealth accumulation and general investment strategies Investment advice Direct Property Portfolio construction and administration Salary packaging Managing redundancy Education funding strategies Estate planning Mortgage lending Life, TPD, trauma and income protection insurance Charitable Foundations
Year Founded
2012
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Industry
Financial Services
HQ Location
14 Macquarie Street Belmont, NSW 2280, AU
Keywords
Financial ServicesSuperannuationInvestmentInsuranceEstate PlanningMortgagesTaxationand Financial Advice
Location
  • 14 Macquarie Street Belmont, NSW 2280, AU

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