Financial
Planning and Wealth Creation

Create a strong financial future with tailored strategies that help you achieve your goals and build sustainable wealth.

A solid financial plan is essential for securing your future and building long-term wealth. At Strategem, we take a personalised approach to financial planning, focusing on your unique goals, lifestyle, and financial situation. Whether you're planning for retirement, saving for a major life event, or looking to build a wealth strategy, our expert advisors are here to guide you every step of the way. We create comprehensive financial plans that help you manage risks, optimise tax benefits, and create sustainable wealth for the long term.

What’s involved:

Personalised Financial Planning

We start by understanding your goals, current financial situation, and risk tolerance, then develop a bespoke financial plan tailored to your needs.

Wealth Creation Strategies

We design customised strategies that help you build and grow wealth over time, focusing on investments, savings, and tax optimisation.

Risk Management

We assess potential risks and create strategies to mitigate them, protecting your wealth from market volatility and unexpected life events.

Tax Efficiency Planning

Our team helps you structure your finances in a tax-efficient way, maximising your income and minimising tax liabilities.

Ongoing Monitoring and Adjustments

Financial plans need to evolve as your life changes. We provide continuous monitoring and make necessary adjustments to ensure your financial plan remains aligned with your goals.

Are you ready to secure your financial future?

Reach out to Strategem today to learn how our financial planning and wealth creation strategies can help you achieve long-term success.

HEAR IT FROM OUR CLIENTS

  • 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

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

    - Ivan

  • 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

Strategem Financial Services | Bendigo & Melbourne | Resources

DOWNLOAD YOUR SPREADSHEET

Personal Budget
Spreadsheet

Begin by budgeting your personal income and expenses to live a more enriched life.

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 wealth management for you. Fill out our enquiry form below.

Strategem Financial Services | Bendigo & Melbourne | Wealth Management