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