Wealth Management

Wealth Management

We all have financial goals and at Strategem, your individual goals are as important to us as they are to you.

Money is a very personal matter, and we understand you are cautious about who you trust to manage your wealth. We have in excess of 85 years of wealth management experience and continue to have the pleasure of working with businesses, individuals and families.

Building, preserving and managing wealth requires specialist knowledge. We know first-hand the powerful impact great financial decisions can have on personal wealth and we strive to help you reach your goals in a way that doesn’t overwhelm you.

Our financial planners can assist you with:

  • Strategies for wealth creation.
  • Advice on portfolio investment options.
  • Share broking advice.
  • Specialist advice on estate and succession planning.
  • Personal risk insurance.
  • Specialist advice on aged care.
  • Superannuation and retirement planning.

Our Corporate FSG and Fees guide sets out the services that we offer you. 

 
Get in touch and ask us how we can help grow your wealth.