Testimonials

Andrew has done a fantastic job of getting our financial affairs in order.

His clear and understandable advice has made it easier for us to see the changes needed to improve our financial position.

Honest, considerate, well informed and trusted professional advice….we have worked with Andrew for over 12 years now…..looking forward to next 12 years and beyond.

Dave and Lisa

Hey Andrew just wanted to say thank you for helping me with my superannuation and the ongoing communication you are doing an excellent job!

Josh

I have been a client of Shartu Wealth Management for seven years, with Andrew serving as my financial adviser for the past three years. During that time, he has provided valuable advice across a range of complex financial matters and has consistently demonstrated professionalism, expertise, and a genuine commitment to achieving the best outcomes for me and my family.

Andrew guided me through the establishment of a Self-Managed Super Fund (SMSF), giving me greater flexibility over my investments while also helping to protect the long-term interests of my daughter, who lives with a disability. He has successfully managed an income protection claim on my behalf and provided strategic advice to maximise my superannuation contributions and minimise capital gains tax following the sale of an investment property. More recently, he has been supporting me with a transition-to-retirement strategy.

In addition, Andrew has assisted me in selecting investment products to help support the financial futures of my adult children.

Although I am based in Canberra and Andrew is located in Melbourne, distance has never been an issue. We meet in person once or twice each year and connect via Zoom whenever required. He is exceptionally responsive, answering emails promptly and proactively liaising with insurers, superannuation funds, and other organisations on my behalf.

I highly value Andrew’s advice, responsiveness, and client-focused approach, and I would have no hesitation in recommending him to anyone seeking a knowledgeable and trustworthy financial adviser.

                                                                                                        Fiona

Andrew is absolutely fantastic to deal with, He goes out of his way to assist in any way he can.

Everything is explained so you understand,and nothing is to big or to small.

If there are people out there that don’t know how to organise there super or finances.

Have a chat to Andrew I know he will be able to assist you.

                                                                                                                  Tina

Thankyou for all you have done for me Andrew.