Investment
Advice and Portfolio Management

Maximise your investment potential with strategic advice and expert portfolio management that aligns with your financial goals.

Investing wisely is key to building and protecting your wealth over time. At Strategem, we offer tailored investment advice and portfolio management services that help you grow your wealth in a way that aligns with your financial goals and risk tolerance. Our team of experienced advisors takes the time to understand your investment objectives and craft a diversified portfolio that balances risk and reward. Whether you're a seasoned investor or just starting out, we provide the expertise and insights needed to optimise your investment strategy.

What’s involved:

Portfolio Development and Strategy

We work closely with you to develop a well-diversified portfolio, carefully balancing your risk tolerance with your financial objectives.

Investment Options Analysis

We provide detailed advice on various investment options, including shares, property, and fixed-income assets, helping you make informed decisions that maximise returns.

Risk and Reward Balancing

Our team focuses on creating portfolios that achieve growth while managing risk, ensuring that your investments are protected in both favourable and volatile market conditions.

Ongoing Portfolio Monitoring and Adjustments

We continuously monitor your portfolio’s performance and provide adjustments when needed to keep it aligned with your financial goals.

Tax-Effective Investment Strategies

We help you structure your investments to minimise tax liabilities and maximise post-tax returns, ensuring your portfolio is as efficient as possible.

Ready to take control of your investment strategy?

Contact Strategem today to learn how our tailored investment advice and portfolio management services can help you grow and protect your wealth.

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

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.

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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*

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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