EMPOWER YOUR WEALTH
Shartru Wealth connects individuals and families to best of breed
financial advisers right across Australia to help them reach their financial goals.
We empower you to work towards achieving your financial goals.
We’re focused on building strategies that work, and developing
relationships that last.
From experience, we know that wealth accumulation takes time, persistence,
energy and diligence. And these are the qualities that make us who we are.
We’ll never stop short on taking the time to understand your needs, expectations,
limitations and possibilities, now and over time.
Our aim is to provide you with the financial freedom to do more.
It’s your wealth, your way.
WHAT OUR CUSTOMERS SAY ABOUT US
“We have found Rob to be responsive to our personal requirements using his expert knowledge of financial matters to deliver our required outcomes. He remains in regular contact to ensure we are well informed of events impacting our portfolio. He meets regularly with us to ensure that he is up to date with our current position thus ensuring his advice is relevant. We would recommend Shartru Wealth Management to any prospective client who requires expert financial advice.”
“Rob has been successfully managing my financial affairs since 2002. He has always proved reliable and honest in his dealings and has guided me well through the financial crises of recent years enabling me to carry on enjoying my retirement with minimum damage from the worldwide crash. I look forward to a continuing close working relationship with Shartru Wealth Management in the foreseeable future.”
“I highly recommend Rob as a proactive Financial Advisor who listens to your personal situation and tailors options to suit your needs and stage in your life. If you are thinking of speaking to a Financial Advisor, make sure you call Shartru Wealth Management.”
“I am pleased to recommend Rob Coyte. As my financial planner and advisor for over five years, Rob is proactive, honest and a person who can explain complex financial issues in a simple fashion. Rob has helped me with services ranging from finances through to insurance and mortgage borrowing, and I have no hesitation in recommending him for the same.”
“I have worked in the financial services industry for over 20 years and I can say without pause that Rob is one of the most committed advisers that I know. Rob researches investments himself, considers risk, invests in products personally before he recommends them and is always cognisant of what is in the client’s best interests. The reality has always been that the fortunes of financial markets fluctuate. Indeed, it is easy to recommend an investment and manage upside, however it is more difficult to manage the downside, particularly when there is market failure or management failure. In my experience I have seen very few people who commit themselves so fully to rectifying suboptimal outcomes on behalf of investors.”
“Rob Coyte has been advising me for more than a decade and I can honestly say Rob is a trustworthy individual, an expert in his field and is truly passionate about helping people (including my family) better manage and plan for their financial futures. I do and will continue to recommend Rob and the folks at Shartru Wealth Management to anyone that will listen.”
“Shartru Wealth and Rob in particular went to great length to explain and subsequently implement any risk policies relevant to myself and my situation. They didn’t try and over-sell any products and explored the most cost-effective process available. Would encourage anyone in such a situation to utilise Rob and his team to develop a plan appropriate to them.”