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03 5445 4777
03 8621 8100

info@strategem.com.au

FINANCIAL PLANNING

Financial Planning is vital to a successful financial future.

At any stage, making the right decisions will improve your prospects for achieving the lifestyle you want.

Every step of the way, we will help you make informed decisions to improve your financial position.

Based on a complete assessment of your current situation, we can give you sound advice to best achieve your goals for realistic financial growth.

Our highly qualified Financial Advisors deliver comprehensive advice for strategic long-term financial planning and management, as well as for more immediate solutions.

The synergies achieved when our business services and wealth creation teams work together to meet your objective, ensure you receive balanced, structured and accurate advice.

Our dedicated CERTIFIED FINANCIAL PLANNER® professionals are:
Stuart McKenzie, CFP®
Brett Marchant, CFP®
Adam Middlemis, CFP®
Andrew Palmer, CFP®
Hannah Arnold, CFP®

Financial Services Guide and Fees

We offer:
  • Strategies for wealth creation
  • Advice on profitable investment options
  • A comprehensive range of Portfolio Management packages
  • Sharebroking advice and a complete sharebroking management service
  • Complete administration and management for self-managed superannuation
  • Advice on retirement rollovers
  • Specialist advice on estate and succession planning
  • Appraisal and ongoing advice for retail and wholesale public superannuation funds

 

 

CFP® is a certification mark owned outside the U.S. by the Financial Planning Standards Board Ltd and used by the FPA under licence.