Shartru Wealth

Shartru Wealth Shartru Wealth Management is a privately owned Dealer Group that understands the industry and its challenges, we are here to help you.

Shartru Wealth Management is committed to developing long term
relationships with our clients and seeks to continually enhance their overall
financial welfare through a variety of tax effective strategies, asset accumulation
products and planning services. Our experience in various markets means that we can provide you with timely
and informed recommendations on:

Superannuation and rollov

er advice
Maximisation of contributions to superannuation
Retirement planning and income strategies
Wealth accumulation and general investment strategies
Investment advice
Portfolio construction and administration
Salary packaging
Managing redundancy
Education funding strategies
Estate planning
Mortgage lending
Life, TPD, trauma and income protection insurance
Charitable Foundations

Happy Mother's Day to all the incredible mums across the financial advice community! 💐Thank you for your ongoing dedicat...
10/05/2026

Happy Mother's Day to all the incredible mums across the financial advice community! 💐

Thank you for your ongoing dedication to your families, your practices and your clients. On behalf of Shartru Wealth, we wish you a wonderful and relaxing Sunday!

We are thrilled to welcome Leigh Christopher from LC Wealth to the Shartru Wealth Adviser Network!Leigh brings a wealth ...
17/02/2026

We are thrilled to welcome Leigh Christopher from LC Wealth to the Shartru Wealth Adviser Network!

Leigh brings a wealth of knowledge to our community, driven by a passion for helping clients achieve financial clarity and success.

It is fantastic to have high-calibre advisers like Leigh choosing Shartru Wealth as their licensee partner.

Welcome to the network, Leigh!

What a privilege to once again be nominated for Dealer Group of the Year at the IFA Excellence Awards!To be named as a f...
08/12/2025

What a privilege to once again be nominated for Dealer Group of the Year at the IFA Excellence Awards!

To be named as a finalist alongside our respected industry peers is a huge honour.

We want to thank our network of advisers and our team for their commitment to providing quality advice to their clients - it’s their dedication that put us on this shortlist.

We are excited to continue our performance as a group into 2026 and beyond by assisting our network in providing financial advice the Shartru Way.

Today we take the time to reflect and give our gratitude to those service men and women who have provided their courage,...
11/11/2025

Today we take the time to reflect and give our gratitude to those service men and women who have provided their courage, service and sacrifice in the defence of our nation.

We acknowledge the many within the financial community who have served or continue to serve. We are honoured to call you colleagues.

Lest We Forget.

We’re proud to share that Shartru Wealth has been named a finalist for Dealer Group of the Year at the 2025 ifa (Indepen...
21/10/2025

We’re proud to share that Shartru Wealth has been named a finalist for Dealer Group of the Year at the 2025 ifa (Independent Financial Adviser) Excellence Awards!

This recognition reflects the commitment and hard work of our incredible adviser network and the dedication of our entire team.

Being consistently recognised as a finalist reinforces our mission: to provide the framework, resources, and support that help our advisers thrive.

We look forward to celebrating with our peers at the awards night in Sydney this December. Congratulations and best of luck to all the nominees!

It was a humbling experience for the Shartru Wealth team to join our local St Vincent de Paul last week for their Winter...
03/06/2025

It was a humbling experience for the Shartru Wealth team to join our local St Vincent de Paul last week for their Winter Appeal fundraiser at the beautiful Lake Macquarie Yacht Club

We heard firsthand from dedicated volunteers about the vital support Vinnies NSW provides to people experiencing homelessness in our community. With the particularly challenging winter months ahead, these services are crucial in ensuring vulnerable people have a safe place to turn.

As the financial year draws to a close, your contribution to the Winter Appeal can make a significant difference, providing essential support when it's needed most.

You can find more information about the Winter Appeal and how to donate here: https://donate.vinnies.org.au/winter-appeal

Today we take time to pay our respects to the brave men and women of Australia and New Zealand who have served, and cont...
24/04/2025

Today we take time to pay our respects to the brave men and women of Australia and New Zealand who have served, and continue to serve, to protect our nations.

Lest we forget.

Happy Easter from the Shartru Wealth team! We’ll be taking a short pause and will be back on Tuesday, 22nd April - recha...
17/04/2025

Happy Easter from the Shartru Wealth team!

We’ll be taking a short pause and will be back on Tuesday, 22nd April - recharged and ready to support our Advisers and partners.

We are proud to announce that Umair Javed has joined Shartru Wealth's growing network of advisers. Shartru is looking fo...
24/03/2025

We are proud to announce that Umair Javed has joined Shartru Wealth's growing network of advisers. Shartru is looking forward to working closely with you and your team to meet the key objectives of your clients' needs.

Address

14 Macquarie Street
Belmont, NSW
2280

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Shartru Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Shartru Wealth:

Shortcuts

Share

Category