Client Testimonials
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
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 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
Very good to meet Adam Middlemis, who was keen to listen to the financial problem and to help resolve it. However, the level of expertise available to deal with international aspects doesn’t appear to be present at Strategem and will probably need to be resolved elsewhere. It would nevertheless be an attractive to have our family legal and financial affairs managed by a father and son team such as provided by Adam and Jim Middlemis so we shall keep working on the problem. Thanks for your help so far.
- Dr. Jack
We appreciate Peter Wheeldon’s efficiency and intellect in dealing with our taxation.
- Judith & Richards
As always, this morning's session was very useful and I really appreciate Daniel's advice.
- Bev
When I retired, I thought that doing my tax would be a nightmare but as you have done, and Strategem for many years, you made it very easy and explained what was happening.
- Steven
We appreciate Peter Wheeldon’s efficiency and intellect in dealing with our taxation.
- Judyth and Richard