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03 5445 4777
03 8621 8100

info@strategem.com.au

PORTFOLIO MANAGEMENT

Serious about wealth creation? We forecast emerging trends and provide you with advice to manage your investments with confidence.

Making informed decisions about your investments is easy with the latest developments at your fingertips and a service that tailors advice to the level you desire.

For seamless co-ordination of your portfolio investments and the freedom to concentrate on the more important things in life, our team can manage the time consuming administrative tasks on your behalf, leaving you with complete control of your investments without the extra work


Our wealth creation and superannuation professionals combine their expertise with our Portfolio Management team to provide a highly specialised service to meet your specific investment needs


We offer:

  • A comprehensive range of Portfolio Management packages.
  • Daily portfolio evaluation.
  • Daily update of portfolio status.
  • Password protected online access to your portfolio.
  • Capital Gains Tax reporting.
  • Historic reconstruction of share portfolios.
  • Quarterly reporting of portfolio performance