TESTIMONIALS

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“Strategem are a fantastic group of professionals to work with. Our accountant Ash has been exceptional in delivering fantastic advice all while keeping it easy to understand.

We often look forward to our meetings at Strategem mainly because it's a very friendly atmosphere and the team genuinely cares about our business's growth. If you are looking for a financial team that will go above and beyond for you, look no further than Strategem.”

- Brandon De Wys ,
Business & Accounting Client

“Strategem has been able to help me very much with our portfolio and our super. My wife and I needed some guidance in setting up for our financial future…”

Strategem has been able to help us set up our self managed super fund. We were in a bind with many funds, they came along and they were very good at setting up that fund for what we need.
We’ve had taxation requirements, due to many types of investments and theyve been a great help in that too.

- Steve McCoombe,
Financial Planning Client

Strategem Financial Services | Bendigo & Melbourne | Reviews

“Working with Emmy is such a pleasure. She has watched our business grow over the past 13 years and there’s nothing that we wouldn’t trust her with when it comes to our business.

Her knowledge, expertise and advice is invaluable. Any question of us to Emmy is never too much trouble for her and she is always accommodating to our business needs. Emmy is encouraging and her advice is sound - this gives us great confidence in moving our business ever forward.”

- Mel and Justin Clark, FABRIQ

“Strategem are a fantastic group of professionals to work with. Our accountant Ash has been exceptional in delivering fantastic advice all while keeping it easy to understand.

We often look forward to our meetings at Strategem mainly because it's a very friendly atmosphere and the team genuinely cares about our business's growth. If you are looking for a financial team that will go above and beyond for you, look no further than Strategem.”

- Brandon De Wys, Vid.co

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The Strategem representative was well prepared to respond to my questions prior to the appointment and followed up promptly.
- Fiona

Daniel took his time to explain the different strategies we were using. I could understand what he was speaking about and he answered my questions to my satisfaction. He is always pleasant and easy to communicate with.
- Jean

Michael answered our questions and gave advice based on his knowledge of our situation.
- Catherine and John

Met all expectations. Information provided was clear and we never felt rushed
- John and Julie

Got my tax done and very friendly service
- John

Michael is always prepared for the meeting and comes with some key points to discuss.
- Lisa

We both found Peter Wheeldon to be a very professional accountant. We found him to be thorough in all his explanations and with his knowledge of the ATO. We had a spacious room in which to meet him and he presented us with a readily understandable document at the conclusion. We will return to see him next year.
- Deidre

Daniel knows his stuff and can readily explain my financial situation to me and make meaningful suggestions.
- Bev

Cover all basis and provide all information clearly.
- Ingo

Very highly professional services and caring people!
- Tracey and Marc

Had good advice on going into retirement from Ashley.
- Bill

Michael listened to our concerns and answered them well.
- Catherine

The Strategem representative was well prepared to respond to my questions prior to the appointment and followed up promptly.
- Fiona

As usual …impeccable service from Daniel.
- Ian

I have dealt with Peter Wheeldon for a long time now and appreciate his courtesy and professionalism.
- Colin

Meeting with our advisor was very helpful, covered all aspects of our portfolio, answered all questions and received excellent advice.
- Jacob and Saleen

Very organised, supportive and knowledgeable.
- Relle

Explanation was forwarded for questions we had the same day in writing very happy.
- Brian and Nikki

As always dealing with Peter Wheeldon was such an easy process. He is professional, knowledgeable, and always extremely respectful and kind. He takes the stress out of doing your tax return. I have never had a bad experience with Strategem.
- Ann-Maree

Seamless process running through our tax details with Peter Jennings. Couldn’t do it ourselves since starting an investment portfolio with Strategem and love how Peter has easy access to all the investment details, which makes things so much easier.
- Raelee

Michael Zealley was extremely helpful, knowledgeable and informative. I was totally satisfied with my meeting with him.
- Lynn

Professional in a friendly manner
- Lynne

Comfortable with the answers to our queries
- Shane and Denise

Peter Wheeldon always gives exceptional client service
- Anonymous

Peter is very thorough and conservative in his approach to dealing with the Taxation Department.
- James and Etty

As always Daniel was so professional but friendly. His financial advice was extremely helpful & I'm confident that my funds are in good hands.
- Christine

Daniel was very thorough in his preparation & explained a lot to me.
- Kevin

Daniel always clearly explains why he is giving the advice he is. I appreciate his advice greatly. Thank you very much.
- Bev

I wouldn't visit anyone other than Peter Wheeldon for my End of Year Tax assessment.
- Mark

Danielprovided a thorough overview of my fund .
- Kevin

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Are you already a Strategem client? We’d appreciate your feedback, click here to share a review.