Brand profile · Financial Services

Shartru Wealth

Shartru Wealth works in Financial Services, out of Belmont, NSW. Ownership is privately held; it publishes at shartruwealth.com.au. It holds one address on record, all in Australia. The record counts 19 people. Tagged investment, financial advice and mortgages. The record links six similar brands, most of them in Financial Services.

Profile live Privately Held Founded 2012 1 office country

Key facts

Counted staff
19
self-reported 11–50 band
Founded
2012
14 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Use this profile Compare Your shortlist

Description

Shartru Wealth Management is an Australian Financial Services Licence Holder run by practicing Financial Advisers who are passionate about delivering the best possible service to clients and their adviser network.

Use the below link to see our Conference Social Media Updates!

https://www.linkedin.com/feed/hashtag/swmnz2024/

For Financial Advisers:

Mentoring, MDAs, Model Portfolios, Para-planning, Back Office Support, Commercial Compliance plus access to a broad range of solutions for advisers to leverage their relationship with their clients.

If you are a financial planner visit www.shartruwealth.com.au to find out more about how we can help you today. Put simply, if it works for us, it will work for you.

Our experience in various markets means that our advisers can provide you with timely and informed recommendations on:

Self Managed Superannuation Maximisation of superannuation benefits Retirement planning and income strategies Wealth accumulation and general investment strategies Investment advice Direct Property Portfolio construction and administration Salary packaging Managing redundancy Education funding strategies Estate planning Mortgage lending Life, TPD, trauma and income protection insurance Charitable Foundations

Specialties

All 8 specialties
  • Financial Services
  • Superannuation
  • Investment
  • Insurance
  • Estate Planning
  • Mortgages
  • Taxation
  • Financial Advice

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AU14 Macquarie Street; Belmont, NSW 2280Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.

Counts only. No names are stored here, and none are served.

Notify me about contacts Tell us who you need to reach and we will tell you when a consented source is live.

FAQ

How many people work at Shartru Wealth?

The record holds 19 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does Shartru Wealth have offices?

One address on record, Australia only. Primary: 14 Macquarie Street, Belmont, NSW 2280.

Has Shartru Wealth raised funding?

None linked to this brand.

What does Shartru Wealth list as its specialties?

Eight tags on the brand's own list, among them investment, financial advice and mortgages.

Which companies are listed alongside Shartru Wealth?

14 profiles list Shartru Wealth as a peer — 92nd percentile in Financial Services. It lists ten peers of its own. The Chartist and Virtual Financial Advice list it back.

What is Shartru Wealth's website?