“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 continue to enhance our back office capabilities, X-plan will talk to more things within the advice process than ever before, Paraplanning is there and they have other initiatives up their sleeve as well.
As the group was built by ‘advisers for advisers’ we find almost anything is possible if the idea has merit – that’s what I really like about this mob! One of the best things about Shartru is it’s like a family of fellow practitioners all working collaboratively towards a common cause – better advice outcomes for every client.”