At Strategem we value our staff and are passionate about our people and their development.

At Strategem, our 65 highly-trained staff are passionate about working with you to enrich your life. We help guide you through the maze of options to make the best financial decisions for your personal and business needs. We work and live in the community and are here to support you, your family and your business.

Our Partners

Our organisation is owned and operated by eight Directors. Between them they possess nearly 150 Years of experience in Financial Management. With a great team to support them, their experience can assist you in ensuring you obtain Financial success.

Our Associates

Wealth Management

Tax & Accounting

Melbourne

Corporate Services

OUR PURPOSE

Enriching lives through better financial decisions.

OUR VALUES

Client Focus

Our clients, are the most important thing to us. We provide personalised service built on trust.

Excellence

We strive for excellence at every level, for every task, for every client.

Integrity

We tackle everything with the highest integrity.

Community

We live, work and participate in our local community. We provide much-needed support through out Community Foundation.

Team Work

We operate as one, cohesive team. This ensures our high level service delivery to our clients and loyal and engaged staff.