The team at Shartru Wealth Management is constantly innovating to provide outstanding support where you need it most.
We provide an entire platform of support for a flat fee, as well as additional services on a user pays basis
Shartru Wealth Management Pty Ltd (SWM) is licenced by ASIC with Australian Financial Services Licence Number 422 409.
If you are not inclined to operate your own licence, then SWM can authorise you to operate under its licence. This alleviates the workload and expense of maintaining a licence but at the same time maintains your need for compliance and governance.
From experience, we have found that those that operate their own license rarely get the benefit and scale that a team gets. Team up with like-minded people will provide additional benefits of scale.
As part of the package the following services will be provided:
Our marketing service is a ready-made plug-in approach, allowing you to access our website, brochures, blogs and social media. Client leads considered by Shartru will be allocated back to our network of authorised representatives. When you join Shartru, you join a community of like-minded advisers to access ideas and share insights.
We support your business development through a structure approach to processes, focusing on efficiency. By supporting your back office, paraplanning and other advice components, we can assist you to keep your outgoings and time pressures low and your client solutions and satisfaction high.
Harbourside Investment Management (HIM) represents an evolutionary way forward in managed investments. An administration investment platform that supersedes master trusts and wraps, this service provides clients with access to diversified, cost effective investment options whilst allowing financial advisers and accountants to more efficiently manage and administer the investment and advice process.
The Harbourside Investment Management’s (HIM) service is provided by Investment Administration Services Pty Ltd, AFSL 284316.
The investment strategies are provided at low cost, with Shartru Wealth aligned to the interests of investors through a performance fee.
As a dealer group Shartru Wealth Management can seek and receive favourable premiums for PI Insurance meaning that another yearly negotiation is done for you. And because we are negotiating on behalf of more than just yourself it should mean a general savings in expense.
Aspire 2 Administration (A2A) provides full administration support to your advice business. They manage your XPLAN Files, Service Agreements, and client communications.
They empower Advisers to focus on what is important, providing best of breed advice to their clients.
Our paraplanners offer high- quality and compliant financial planning and advisory support service relating to Records of Advice and Statements of Advice, entering client data into the software (such as XPLAN), preparing and comparing different financial modelling for clients (super & insurance cost analysis) and maintaining complete client files.
You can source the solution and advice for your clients through our experts, while maintaining the client relationship.
We partner with Strategic SMSF Solutions who offers comprehensive Administration services to assist financial advisors with the formulation of SMSF advice and other complex superannuation matters. So that you can save time, resources and money all to empower you to focus more on what you do best – giving quality advice.
Their complex advice team can assist you with:
Our aim here at Shartru Wealth Management has always been centred around one goal, providing our Advisers with the resources they need to best serve their business. An important, and often overlooked, resource to any successful business is a strong Communication strategy.
We’re offering a hands-free solution for your marketing needs. Our Marketing Team will: