Project Description

SHARTRU Wealth Advisers is a boutique dealer group. It was created by leading financial planners for other like-minded financial planners. We have a simple philosophy which is: “Our people take good care of their clients while we take good care of them.”

Who is the CEO/owner of SHARTRU?

Rob Coyte

SHARTRU has a family culture that is so often missing from the major licensee’s. CEO, Rob Coyte, is the driving force behind SHARTRU. He is an innovative professional looking for like-minded people to join him in delivering a unique experience to their clients. Rob has over 23 years’ experience in commercial banking, financial markets, stockbroking, financial planning and has sat on Investment Advisory Committees and Compliance Committees for holders of AFS Licenses.

What makes SHARTRU different?

The most compelling reason for you to join SHARTRU is our capacity to see things through the prism of an adviser, not a product manufacturer or institution. We suit the needs of our advisers, not the other way around. SHARTRU is free of any external influence or restrictions often placed on other AFSL’s.

What are the reasons for you to join SHARTRU?

Dealer fees

Shartru Wealth charges a flat fee for the advisers that access our services, rather than taking a percentage of your business. This ensures that, as your business grows, you are not paying more fees than you should be.

Investment Research and Recommended Products List

Our Approved Product List has been well researched and approved based on merit and client suitability. We can offer products that are in your clients’ best interests, free of any outside influence. We have our own appointed researchers who have over 20 years’ experience in retail and wholesale funds management, private banking, including advisory, stockbroking and financial planning.

Training and professional development

We are committed to providing the latest and most up-to-date training opportunities available for our advisers, such as:

  • Extensive induction training
  • Professional development webinars
  • Annual conference
  • Sales and soft skills support
  • Open door philosophy to our technical team

Technical support

Our technical support system allows you to remain the expert in the eyes of your client. In addition to the investment & strategy technical support you receive with Shartru Wealth, when you are part of the Shartru Wealth family, you join a nationwide network of advisers. Our complex advice area can provide you with expert advice on complex issues ranging from defined benefits, tax, aged care and so much more.

Seminars, workshops and client presentations

We can offer you seminars, workshops and client presentations on a variety of topics, be it latest legislation changes, compliance, investment trends and product changes through to budgeting and future planning.

Efficient compliance practices, visits and compliance support

We believe in practical compliance. Our compliance regime is based on the underlying law and the framework around it. We focus on the ‘key issues’ to ensure we are delivering appropriate advice to our clients and protecting our advisers and their businesses by doing so within a structured framework based on common sense and logic. This allows us to manage a fair and transparent compliance program for advisers.

Professional policies and procedures manual

Shartru Wealth Management has a current and extensive Compliance Manual which is available to all our advisers. Our compliance team maintains several policy & procedures on key topics which affect our advisers in their day to day businesses.

Disclosure documents

Shartru Wealth’s disclosure documents are created with the terms ‘clear, concise and effective’ in mind. The documents are regularly reviewed by and are formatted in a way to ensure clear understanding for your clients.

Business and Technology Support

We understand that financial software can help you offer better and faster service to your clients. We provide:

Practice management

Comprehensive ‘IT’ service

Newsletter templates

Client interaction letters and email templates

Financial calculators

Online access portal for clients

Opt in, Opt out templates

Complex advice support

Efficient method of revenue and commission payment

Shartru Wealth runs fee & commission payments on a weekly basis as we understand how important cashflow is for a business.

Our modern electronic commission statement system receives, collates and pays your commissions electronically. It provides you with a weekly update, reports and statement history.

Marketing and communications support

You may use the SHARTRU name or you can use you own business name. This means you keep the name that your clients understand and trust. You only need to refer to SHARTRU as the AFSL. We are also aware that you may not have the time, or the budget required to do all the important marketing activities yourself. We can help by tailoring our SHARTRU marketing materials to your business.

For more information contact the Shartru team on 1300 478 424

Please visit www.shartruwealth.com.au.