Shartru Wealth

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 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 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, 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 (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 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 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 - 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 forward to working closely with you and your team to meet the key objectives of your clients' needs.

Are you concerned about Market Volatility?

Shartru Wealth provides its Advisers with the tools and resources to be able to navigate challenging market conditions safely.

Learn more via the link:
https://www.shartruwealth.com.au/shartru-wealth-landing-page/