Strategem is a leading provider of tax, accounting and wealth creation services to private individuals, industry, small to medium enterprises and share market investors.
We offer a comprehensive range of tailored financial services and business solution strategies in consideration of your financial strengths, aims and challenges.
Strategem Financial Group is a well established accounting and financial planning firm in Central Victoria and has provided trusted financial advice to a diverse client base for over 40 years.
Our belief is that most people who are serious about managing their finances are looking for strategic advice that will deliver tangible benefits beyond meeting statutory obligations. We focus on combining expert advice and a multi--disciplinary approach to help our clients achieve total wealth creation.
With over 60 staff, Strategem Financial Group has a wealth of accumulated experience in providing clients with a complete financial management service built on a base of core competencies in accounting and financial planning.
Our strength is in the ability to combine wealth creation and business services, tailored to the individual needs of our clients.
SHAREBROKING - every step counts....
A high performance share portfolio starts and ends with sound investment advice.
We have been providing just that for generations.
With leading edge technology and dynamic research sources, we provide personalised advice in a rapidly changing market to help you achieve your financial goals.
We are committed to working with you to provide services offered through local and national stock exchanges. Strategem are long standing members of the Bendigo Stock Exchange, and in recent years have been active in the re-emergence of this exchange.
Strategem offers sharebroking services to a diverse and growing client base. Our team of professional advisors deliver a prompt and complete broking service.
We offer:
* Complete share broking services including buying and selling shares on the ASX and BSX
* Investment portfolio appraisals
* Design of share portfolio
* Comprehensive financial planning advice
* Complete share portfolio management
* Provision of leading research
* Sharemarket recommendations
* Ongoing performance review & advice
* Advice on tax effective invesment strategies