Head Office 03 5445 4777
|
Melbourne 03 8621 8100
| |
PORTFOLIO ACCESS
|
CLIENT PORTAL
Welcome To
STRATEGEM
ENRICHING LIVES THROUGH BETTER FINANCIAL DECISIONS
The Fundamental Five Building Business Success
We get it, business is tougher and more complicated than ever. As a business owner are you ready to make the change?
Download your FREE eBook
Welcome To
STRATEGEM
ENRICHING LIVES THROUGH BETTER FINANCIAL DECISIONS

Why Strategem

We are finance leaders focused on enriching lives through better financial decisions.
Every day our team is investing in client relationships by reinforcing the foundation of trust and performance.

HOW WE CAN HELP

Accounting & Taxation
Does the mere mention of phrases like Working Capital, Return on Equity, Capital Gains Tax or Fringe Benefits Tax send you running for the hills?… read more
Business Advisory
Running a business can be stressful. The need to remain competitive and relevant in a fast-paced market can bring you sleepless nights… read more
Wealth Management
We all have financial goals and at Strategem, your individual goals are as important to us as they are to you… read more
Superannuation
Superannuation and retirement planning can be complex and confusing. When you’re young, superannuation … read more
Risk Insurance
We all want to make sure our family’s financial position is protected should the unthinkable happen. Nobody likes to talk about difficult times… read more
Audit
We appreciate that financial compliance and risk can be intimidating. Auditing is an area that needs experts who take attention to detail to a new level… read more

No matter where you are in your journey the Strategem team is here to serve.

We are passionate about providing tailored – wealth management, accounting, taxation, financial planning and insurance solutions; no matter what stage in life you are at.

 

Retired Rob & Rae

Making the most of life
Learn more
 

Professional Toni

Making a difference
Learn more
 

Next Gen Veronica

Doing it differently
Learn more
 

Executive Mike

Leading the business forward
Learn more
 

Business Steve

Driving growth
Learn more
 

Multiple Craig

Owning multiple businesses
Learn more

Testimonials

“

  • Progressive service and advice beyond number crunching accounting

    Gareth, Business Owner

  • Trevor and Emmy have been very helpful in navigating through the JobKeeper and other COVID-19 related queries, as well as our ongoing needs.

    Paul, Business Owner

  • Incredibly friendly, efficient and professional.

    Gabrielle, Professional

  • Strategem assist us with all levels of our accountancy needs. They are progressive yet still provide good old-fashioned service. It is evident that their priority is always meeting or exceeding their customer’s needs. They take the time to explain the required process and treat us like a business partner rather than just a client.

    Richard, CEO - Insurance

  • I started working with Strategem over 20 years ago. Since this time Strategem have provide accounting and financial advice for 2 of my Architectural firms and for me on a personal level. I find Strategem’s professionalism, willingness to assist and provide advice to be immeasurable. I highly recommend Strategem to any business or individual looking for accountants and advisors who take a personal interest in their clients.

    Terry, Managing Director - Architect

  • The staff at Strategem have always been a pleasure to deal with. This starts at the front counter and permeates through to the back office staff, advisors and partners. As a recently retired couple, Strategem helped us consider the various options available to secure our financial future. We are currently very happy in our retirement!

    Bob & Lisa, Happily Retired

  • Our Advisor answers all our questions and keeps us up to date with all areas pertinent to our portfolio. Our reviews are always on time and our advisor is readily available and easy to talk to.
    Well done Strategem.

    Paul, Happily Retired

  • It was very easy to do our tax return with Peter Wheeldon over the phone.

    William, Delighted Client

  • Shaun always get to the ‘nub’ of the relevant matters in my portfolio management in a friendly and efficient manner.

    Geoff, Business Owner

  • Your accounting service was so easy to access and as usual efficient and personal despite current restrictions for face to face services. The reception staff were also very helpful.

    Joan, Medical Professional

  • I’ve just had my tax done COVID style – once again it was hassle free and easy. Thank you Peter Murphy

    Kerri, Professional

  • Peter and Jaran are not only extremely knowledgeable, they are so kind, caring and just so supportive….just what I need at times like this. I have been with Strategem for 37 years

    Aaron, Business Owner

Strategem Newsletter