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. 

Use the below link to see our Conference Social Media Updates!
https://www.linkedin.com/feed/hashtag/swmnz2024/


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

Shartru Wealth

Org chart

Teams

Offices