Shartru Wealth

Used the services of a representative of Shartru Wealth at Bribie Island Qld. Paid a lot of money up front and got very poor advice. Ask for refund and they refused. Do not use these people.

A well respected group. It possess experience and expertise in financial advice, economics, financial markets, banking and corporate advice. All members of their board are actively involved in the practice. It was wonderful to work with Sarah Lee. A great team of people.

Great Wealth Managers.Have taken on my SMSF and haven't looked back. Sound planning and decision making processes.Highly recommended.

“Rob Coyte has been advising me for more than a decade and I can honestly say Rob is a trustworthy individual, an expert in his field and is truly passionate about helping people (including my family) better manage and plan for their financial futures. I do and will continue to recommend Rob and the folks at Shartru Wealth Management to anyone that will listen.”

Having been with a few financial planning groups in the past I can honestly say the team at Shartru have provided Potts Financial Services with more support than anyone else. This is the advantage of not being a big group, but a smaller group of like minded advisers whom are well supported by Rob Coyte as the CEO, David Meakin as the adviser manager and Andrew Meakin as the Investment Committee Chair.As an adviser my technical skills have developed through working with this group and I can say that my clients have benefited from better advice.

Like many people who start their own business

After making a decision to leave my previous licensee I undertook an extensive process to identify the most appropriate licensee which would provide me with the structural framework which would allow me to operate my business efficiently and

One of the best ways to build trust with the team is to lead by exampleRob and Shartru Wealth Management Pty Ltd are a Licensee that epitomises this creed. They have successfully built a team grounded in integrity and attitude of “roll up their sleeves”. Rob and the Shartru team continue to do what is necessary to support our business to deliver financial advice that is in our client’s best interest. Shartru provides all the required administrative