Newly formed financial advisory group, Shartru Wealth Management, is pleased to announce the official launch of its first office, located in Newcastle.
The office will be opened in conjunction with local accounting firm, Emerge Business Advisory, which can trace its history back to 1963.
The advisory firm is part of the Shartru Capital Group, a privately owned, Australian boutique investment and advisory firm established in 2009.
The board of Shartru Wealth includes respected economist and former leader of the federal Liberal Party, Dr John Hewson. CEO of the group is Newcastle resident and former Director of Centre Capital, Robert Coyte. Other board members include property and investment experts Linden Toll and Andrew Meakin, both of whom have been working in financial services for more than 20 years.
Mr Coyte said he was extremely pleased to be launching the firm in his home town and that the experience of the board would help ensure clients needs were at the forefront of all decisions by the Group.
“We understand that with five years of tough times in investment markets and now, sweeping government changes on how financial advice can be delivered, many people are feeling bewildered and frightened about just how they will fund their retirement. Additionally, investors need confidence that any decision or recommendation from their advisor, is made to further their own financial wellbeing – rather than that or their advisor or dealer group.
“I feel extremely fortunate to have found a team of such experienced and dedicated individuals, who I believe will add considerable value to our clients, both locally and further afield. We are committed to developing long term relationships with our clients and will work with them to continually enhance their overall financial welfare.”
Dr Hewson said he did not believe the role of sound financial advice could be underplayed when thinking about the financial wellbeing of the entire community.
“In my opinion, the difficult economic and political landscape that has dominated Australia in recent years, is set to continue. This means, there is no quick fix for investors who want to create a more comfortable financial future. Five or ten years ago, investing in property or buying shares were seemingly failsafe ways to build future wealth. Those days have passed, so finding reliable advice that meets your specific circumstances and build and protects wealth, is essential.
I am very pleased to be working with the board to grow this dealer group and we look forward to making further exciting announcements in the coming weeks.”
