Shartru Wealth Management is a privately owned dealer group that understands the industry and its challenges, and we are here to help you!
We focus on providing business support that enables the adviser to deliver quality outcomes for your clients.
Shartru Wealth Management plays home to some of Australia’s most innovative and trusted financial advisers and experts. We empower people to invest in brighter futures.
With Shartru Wealth Management, you will have access to a suite of support services which can help you grow your bottom line, free up your time and let you focus on what’s important to you, like spending more time assisting your clients in the way they want to be serviced.
You can leverage our services and capabilities to grow your practice while retaining and building your branding and profile .
If you are an Adviser and if you are serious about providing quality advice to your clients and are looking for a partner that understands what you need and when, you have come to the right place.
Talk with Shartru Wealth Management about our financial adviser support to save you time, resources and money.
Shartru Wealth Management is a national financial services licensee and is the engine room for some of Australia’s most innovative, efficient and effective financial advisers and experts.
We provide an outstanding network 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 quality advice.
We connect individuals and families to best of breed financial advisers, and we help advisers focus on what they do best – to deliver tailored advice solutions – by providing a total support platform in licensing, compliance, IT, advice and administration.
We don’t manage money, we manage futures, which is why risk management will always be our number one priority.
They listen and have time to understand my business. Help is always there. The support staff are its greatest asset.
…Shartru Wealth staff are always ready to help, advise and support.
…Rob and the team have been very supportive and have a great MDA.
…My experience with Shartru Wealth has been extremely positive – they provide strong compliance support, valuable technical expertise, and a genuine commitment to helping advisers…
…I felt comfortable that I could work with my clients while Shartru managed my education and compliance. Business efficiency will determine whether or not a…
…Gain financial certainty with our flat annual fee structure. Unlike percentage-based models where licensee fees escalate directly with your success, our approach ensures your costs remain stable, allowing you to retain more of your hard-earned revenue as your business flourishes.
Experience a compliance framework grounded in practical application and common sense, not just rigid box-ticking. We focus intently on the key legislative and regulatory requirements to ensure the delivery of high-quality, compliant advice, thereby protecting you, your clients, and your business’s reputation.
Operate with true independence within a boutique AFSL environment, completely free from the influence of product providers. Our Approved Product List (APL) is curated based on quality and merit, not institutional ties, giving you confidence in your recommendations.
Your core fee encompasses essential tools vital for modern advice practices, including access to XPlan CRM and Think Caddie for streamlined Continuing Professional Development (CPD) management. Our 24/7 adviser portal, SWAN (Shartru Wealth Adviser Network), serves as your central hub for licensee updates, compliance documents, training materials, and lodging support requests.
Your core fee encompasses essential tools vital for modern advice practices, including access to XPlan CRM and Think Caddie for streamlined Continuing Professional Development (CPD) management. Our 24/7 adviser portal, SWAN (Shartru Wealth Adviser Network), serves as your central hub for licensee updates, compliance documents, training materials, and lodging support requests.
The Investment methodology undertaken by our investment committee is broadly termed “The Shartru Way” and focuses on risk adjusted returns and is built for clients that are looking to reduce the level of volatility in their portfolio. We are focused on the individual’s goal and objective not generic benchmarks or outcomes.
Talk with Shartru Wealth Management about our financial adviser support to save you time, resources and money.
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