Support

You aren't like other Advisers.

Our business is built on providing Advisers the resources they need, when they need them.

Accessible Support Staff

Business Development Resources

Tailored Approach

Freedom

They're your clients afterall.

We've put together a suite of services that you can access for your clients. This means you can have the right people attending to your client’s needs in line with your advice.

Access to a range of solutions for your clients, where you control the client relationship.

Paraplanning & Back Office Resource

Operate under your own Business Name

Get the support you deserve!

Contact our team below to get the support you deserve from your AFSL.

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Why Shartru Wealth Management?

We're a full-service financial services group built by advisors, for advisors.

We prioritise risk and reputation management, empowering you to focus on what you do best: building client futures.

Benefit from outstanding support across financial planning, stockbroking, taxation, property, insurance, and finance, all within a team-based environment. Our innovative platform, born from firsthand experience with the limitations of other dealer groups, offers compliance, efficiency, and access to best-of-breed providers.

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What We offer

Licensing and Compliance

Don't want the hassle of your own license? Shartru Wealth Management can authorize you to operate under ours. This saves you time and money while still meeting compliance needs. In our experience, shared licensing offers greater benefits and scale than operating solo.

Quality resources

Our comprehensive licensing includes compliance support, competitive commissions, in-depth research, listed securities trading and execution, direct property opportunities, XPLAN access, comprehensive training (internal and Think Caddie), and established branding.

Business Development

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.

Alternative Revenue Streams

We provide our network with the opportunity to assist in advising UK pension transfer clients in positioning their SMSF's in the Australian market.

Download our Capability statement

Frequently Asked Questions

How does Shartru Wealth Management charge for its services?

Operating under Shartru Wealth Management, how can I charge my client?

How do I conduct my ongoing training?

We don’t believe in reinventing the wheel, so the bulk of external training will be done through Think Caddie Online. The Compliance team will work with the adviser to prepare a Training Plan to ensure the appropriate subjects are targeted.

Our internal training that is Compulsory to undertake has CPD allocated and can be used in the yearly CPD required hours

Should we see a need to do further training on a matter that we are seeing through audits or a changing environment, we will work with you via coaching and /or conduct a webinar.

What Software and CRM can I utilise?

Shartru Wealth Management has built the back-office systems around XPlan. Besides acting as the Customer Relationship Model (CRM), it also is the system for commissions (important for FDS and Opt-In) and automation of documents such as SOA etc. The base cost of Xplan for one adviser is included in your license fees.

The ability to access other systems other than XPlan is only possible if the proposed system has an approved and applicable Plugin API with Xplan. Management approval is required for this as Shartru Wealth Management has an obligation under a recent ASIC Class order to have full access to all relevant documentation.

Shartru can assist with the transfer of any documentation from another software provider to XPlan.

Do I have to use your brand?

What people say about us

"One of the best ways to build trust with the team is to lead by example;

Rob and Shartru Wealth Management Pty Ltd are a Licensee that epitomises this creed. They have successfully built a team grounded in integrity and attitude..."

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Jeff John

B.E Wealth

"Business efficiency will determine whether or not a smaller financial advice provider can stay competitive over the long term.

This year Shartru Wealth Management focused on the many innovative ideas to assist our AR’s in running their businesses. Going forward Shartru will..."

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Mark Finlay

Finlay, Rendoth & Associates