MELBOURNE

Enriching lives through better financial decisions.

We are finance leaders focused on enriching lives through better financial decisions.

Our Melbourne based office is situated in the stunning building of 333 Collins Street, on the seventh floor. This prestigious building boasts character and offers clients and guests a royal experience when visiting.

Located on the seventh floor, we are lucky to have access to a beautiful outdoor balcony that brings a colourful atmosphere to our offices. The exclusive balcony plays host to a number of client events throughout the year.

Need proof? Hear it from our Clients by reading our reviews.

OUR SERVICES

Our Melbourne team specialise in...

Implement solid business structures.

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Business succession planning and creating lasting legacies.

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Managing multiple entities

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Provide advice on complicated tax issues.

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Assistance and guidance for company startups.

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Investment structures.

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Cash flow management strategies.

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Liaising with other professionals to support your personal situation

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Maximising your tax returns.

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Corporate compliance (ASIC) support to ensure you are meeting your compliance requirements.

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Preparation of details financial statements.

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Understanding your business worth.

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Creating budgets and business models that lead to optimal cash flow.

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Taking that regional heart and soul of our Bendigo based business we expanded operations into the Melbourne CBD in 2011. This has given us a chance to offer our diverse range of services to an expanding clientele in Melbourne.

Our growing Melbourne based team provide a range of accounting and taxation support and advice to a diverse client base.

Our team, of ten employees, are supported and led by Strategem Partners George Zarpalas and Trevor Elliott, General Manager and Strategem Associates Donna Marcus and Associate Brad Johnston.

Browse the Oaks Day 2023 Gallery

An opportunity to thank our clients and relationships for their support of our business.

Overall our clients and guests had a spectacular day!
We have proudly received five stars on catering, entertainment, venue, atmosphere and drink selection.

  • "A big thank you for having me at the event. I thought it was absolutely fantastic and I really appreciated the invite. "

    -Eliza

  • "Thank you so much for hosting us, it was such a fantastic day. We met some really great people and the event is certainly gaining momentum."

    -Rachel

  • "It was a wonderful afternoon. I really enjoyed the event. So much so, I forgot to put a bet on."

    -Louise

  • "What a great event! Can’t wait for next year!"

    -Josie

  • "Many thanks for the invite. A great time was had by all and the food was fabulous."

    -Alex

  • "Thank you for hosting such a wonderful event. I really enjoyed speaking to everyone and meeting so many good quality people."

    -Elva

  • "Great day and had a fantastic time! My personal thanks to the team for their very warm and generous hospitality."

    -Mick

BUSINESS FUNDAMENTALS

Fundamental Five
Building Business Success

Industries

Medical and Surgical

Construction

Professional Services

Real Estate

Hospitality

Fast Moving Consumer Goods

Wholesale/Retail

Our Clients

Doctors and Surgeons

Law Firm Partners

Directors and Executives

Architects

Passive Investors

Business Owners

(Our Office at 333 Collins Street)

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

If you would like to speak with our Melbourne team, please contact us via phone on (03) 8621 8100 or email or via the website contact us.