What is the Shartru Wealth Adviser Offer?
SHARTRU Wealth Advisers is a boutique dealer group.
It was created by leading financial planners for other like-minded financial planners and is colloquially known as the “Shartru Way”.
We have a simple philosophy which is: “Our people take good care of their clients while we take good care of them.”
What makes SHARTRU different?
The most compelling reason for you to join SHARTRU WEALTH is our capacity to see things through the prism of an adviser, not a product manufacturer or institution. We enable advisers to provide financial advice in a compliant but commercial manner.
SHARTRU WEALTH 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.
Investment Research and Recommended Products List
Our Approved Product List has been well researched and approved based on merit and client suitability. We substantiate how the products on our APL are in your clients’ best interests.
We have our own Investment Committee who each 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. 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 and commercial compliance.
Our compliance regime encapsulated in the “Shartru Way” 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 has a current and extensive Compliance Manual which is available to all our advisers. Our compliance team produces 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.
We have an SOA automation tool within Xplan to promote efficiency and compliance in SOA preparation. FDS and Renewal notices are also automated in Xplan and pull out data directly from the commissions system and place it in appropriate format.
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 and social media content
- Client interaction letters and email templates
- Intranet site which delivers all internal training and communication
- Online access portal for clients
- 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 cash ow 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 WEALTH name & logo or you can use your own business name. This means you keep the name that your clients understand and trust.
You only need to refer to SHARTRU WEALTH 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 WEALTH marketing materials to your business.
Talk with Shartru Wealth Manager CEO Robert Coyte, rob@shartru.com.au about their lucrative onboarding offer.
For more information contact the Shartru Wealth team on the form below or call 1300 478 424.
Please visit www.shartruwealth.com.au.