Meet Brett Marchant

Partners

9 Mar

Written By The KH Studio

Brett Marchant

Partner

Golfing Guru • Travel Bug • Family Man

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“Recommending solutions that provide a safe and secure financial future is very rewarding. My advice makes a real difference to people’s lives.”

Brett is passionate about spending time with his family, travel and tennis. He is currently working on reducing his ITF Seniors world ranking while also trying to maintain his single figure handicap in golf.

Brett joined the Strategem Investment Services team in 2012 as a Senior Financial Planner. He has over 20 years’ experience in the financial planning and funds management industry. Brett is able to provide financial advice in relation to investment, debt management, superannuation, retirement, estate planning and wealth protection.

Brett has previously held positions with Mercer, Foreign & Colonial Asset Management and Citigroup Asset Management.

Skills

- Expert in recommending financial solutions that ensure a secure future for clients.

- Proficient in investment strategy, debt management, and superannuation advice.

- Skilled in retirement planning, estate planning, and wealth protection.

- Extensive background in financial planning and funds management spanning over 20 years.

- Proven ability to make a tangible difference in clients’ financial well-being through tailored advice.

Credentials

- Certified Financial Planner®

- Bachelor of Commerce (Finance)

- Diploma of Financial Planning

See Brett in action:

Brett’s Client Feedback:

Featured

We feel at ease and are confident that our financial situation is being dealt with in a professional manner
- Blair and Jo Kilpatrick

Knowledgeable, personable, kind and realistic
- Russel and Jill

Always a pleasant and positive catch up with Brett for our financial affairs
- Neil

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Recommended Blogs:

Blog

How to Start the ‘Big’ Conversations About Aged Care, Retirement, and Succession Planning with Your Family

So, you want to bring up the “big stuff” with your family—topics like aged care, retirement, and what happens to everything you’ve built down the line. These aren’t exactly go-to topics for family brunch, but with a little preparation (and maybe a sprinkle of humour), they don’t have to be stressful, either!

Preparing Your Business for the Holiday Season

The holiday season in Melbourne is more than just a time for shopping sprees and festive gatherings; it’s a golden opportunity for businesses to connect with customers, boost revenue, and set the stage for a successful start to the new year.

Why Working with an Aged Care Specialist Can Make All the Difference

As we or our loved ones age, navigating the world of aged care can feel overwhelming. From understanding funding options and choosing the right care to managing financial considerations and making long-term plans, it’s a lot to take in.