Making A Difference

Developing a business you’re passionate about can be immensely rewarding. It can also fray your nerves. The commitment to grow your business can put a strain on many parts of your life.

A healthy business needs healthy finances and this is where our specialist knowledge at Strategem is crucial. We know the ins and outs of all professional industries whether small or large – medical, dental, legal, architectural, engineering…all things professional.

Our financial advice and wealth management is tailored to your specific business needs. We work with you to guide you to financial independence, we grow your confidence in the investments you’ve made, and ensure you’re in a position to enjoy your retirement.

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“As a sole owner of my Medical Centre, I don’t have a lot of time for appointments. A client referred me to Strategem ten years ago and I have been working with Trevor ever since. I commend Trevor and his team on their accuracy and knowledge. Working with Strategem allows me to maintain a healthy work-life balance and enjoy the things I love.

Opening my own practice took a big toll on my personal life. In the beginning I was working over 65 hours per week, meaning my family was suffering. Since working with Trevor and the team at Strategem, they have provided me the know-how to put procedures in place within my business to ease my workload. I have definitely expanded my knowledge of the financial world and how I fit into it.”

Dr. Karen Mills
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