Comprehensive Retirement Planning Solutions

Secure a comfortable and worry-free retirement with our comprehensive retirement planning solutions, tailored to your financial future.

Retirement is a significant milestone that requires careful financial planning to ensure comfort and security in your later years. At Strategem, we help individuals and business owners prepare for retirement with a comprehensive approach that integrates tax minimisation, superannuation, and wealth management strategies. Whether you're approaching retirement or starting early, our personalised retirement plans are designed to ensure you have the financial resources needed to enjoy a secure and fulfilling retirement.

Strategem Financial Services | Business Accountants | Melbourne & Bendigo| Accounting, Tax & Compliance
Strategem Financial Services | Business Accountants | Melbourne & Bendigo| Accounting, Tax & Compliance

What’s involved:

Superannuation Strategy Development

We create customised superannuation strategies that maximise contributions and minimise tax, ensuring that your retirement savings grow efficiently over time.

Tax Minimisation and Retirement Income Planning

Our team provides expert advice on how to reduce tax liabilities as you transition into retirement, ensuring that your income streams are optimised for financial longevity.

Wealth Preservation and Estate Planning

We help you protect your wealth and ensure that your assets are distributed according to your wishes through effective estate planning and wealth preservation strategies.

Retirement Income Modelling

We provide retirement income projections to help you understand how much you'll need for a comfortable retirement, aligning your investments and savings to meet those targets.

Self-Managed Super Fund (SMSF) Advisory

For those looking to take control of their retirement savings, we offer expert SMSF advice, helping you manage your fund efficiently while complying with all regulatory requirements.

Are you ready to take the next step towards a secure and comfortable retirement?

Contact Strategem today to speak with our retirement planning experts and create a personalised plan that supports your financial future.

HEAR IT FROM OUR CLIENTS

  • The most helpful and knowledgeable team that always has time for us and makes us feel special.

    - Ivan

  • Thank you for all your patient advice over our years together. You are the one of the main reasons we are currently enjoying a worry-free retirement.

    - Gabrielle

  • All staff we deal with are very professional and also very approachable. We get prompt action with any queries we may have.

    - Dianne

  • I cannot fault the service from Trevor and his team.

    - James

  • Excellent, efficient and friendly service that fully meets our needs. We value Strategem very highly. Thank you.

    - John

  • Premium service from a friendly and supportive team. Strategem makes tax time simple!

    - Andrew

  • Excellent support from Brett with our superannuation and financial planning with a zoom meeting, email correspondence and then a follow up phone call. Our tax return process with Ashley and team has been outstanding. So very impressed with the support at this time.

    - Barbara, Bendigo client

DOWNLOAD YOUR GUIDE

Tax Planning Guide

Navigate the complexities of tax planning with ease, ensuring you are well-prepared not only for the upcoming tax season but for the long-term financial landscape.

What you’ll recieve? A copy of our Tax Planning Guide eBook straight to your downloads folder.

Strategem Financial Services | Bendigo & Melbourne | Resources
Strategem Financial Services | Bendigo & Melbourne | Resources
Strategem Financial Services | Bendigo & Melbourne | Resources

INSTANT CALCULATOR

How much Super will you have to fund your retirement?

Get the answer in less than 1 minute*

Strategem Financial Services | Bendigo & Melbourne | Resources

We get that just because we love numbers doesn’t mean you have to.

Our specialised advice will support the health of your family and your business. So let us take the stress away and navigate the complex world of accounting, taxation and compliance for you. Fill out our enquiry form below.