Your Financial Wellbeing

Supported by Strategem

Book your free 30-minute Financial Wellbeing Session

Financial Support That Works as Hard as You Do

This dedicated Financial Wellbeing Hub has been created especially for Strategem employees.

Here, you’ll find tools, resources, and access to personal financial guidance – all supported by your employer to help you take control of your financial future.

A MESSAGE FROM OUR STRATEGEM PARTNERS

“As part of our commitment to your overall wellbeing, we are proud to provide all Strategem employees with access to confidential, personalised financial support.

Your financial future matters and we’re here to help you feel supported, empowered, and confident at every step of the journey.”

HOW WE CAN HELP

At Strategem, we help people and businesses make confident financial decisions – whether that’s about budgeting, tax, super, investments, or planning for retirement.

Book your free 30-minute financial wellbeing session

Strategem employees are encouraged to book an initial conversation with one of our Advisors, there’s no cost to you. Just bring your questions – whether it’s about budgeting, superannuation, buying a house, managing debt or planning for the future.

Book your personal taxation return

As an employee of Strategem you have access to receiving a free personal taxation return for you and your spouse.

Helpful Resources to Get You Started

These tools have been curated to help you better understand your financial picture – and take action when you’re ready.

Personal Budget Spreadsheet

Strategem Financial Services | Bendigo & Melbourne | Personal Budget Spreadsheet
Strategem Financial Services | Bendigo & Melbourne | Resources

Enriched Wealth Podcast

Superannuation Calculator

Resources
& Blogs

Insurance Needs Analysis

Risk Profile
Quiz

Our Wealth Management Team

Our Tax and Accounting Team

We’re Here When You’re Ready

This page and the resources on it are always available to you – no pressure, no obligations. Your financial wellbeing is a journey, and we’re proud to support yours.