http://www.shartruwealth.com.au/

www.shartruwealth.com.au 

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 rollover 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

Relationships

We believe that quality financial servicing requires personalised pro-active relationships. To achieve this, we have brought together a team of financial
services professionals with a broad range of skills and experiences.

To provide a basis for our pro-active involvement we encourage you to complete a personal profile, which will enable us to fully understand your overall financial needs and objectives. This information will be treated in the strictest confidence.

Services

We seek to provide our clients with access to the best of breed providers of financial services, whether they are large or small boutique providers. Where we feel our group can provide clients with unique opportunities, we will seek to do so. Our services are provided by financial planning, stockbroking and finance specialists who operate together in a team based environment that is focused on your individual objectives.

To obtain more information about Shartru Wealth CLICK HERE