Client Testimonials
Kathy's approach to me was extremely helpful and a pleasure to talk to her and welcome me to Stratagem
- John
Kaileb was engaging and informed and supported us with our thinking and process.
- Lisa and Steve
I’ve worked with Peter Wheeldon for many years now. He is highly professional, courteous and our annual tax sessions are always very productive. Peter goes out of his way to ensure my needs are met and my queries are resolved quickly and expertly. I always recommend Peter to my friends and family.
- Lauren
Very happy that we were able to raise matters for discussion ahead of the meeting and Michael Cherry created an agenda covering everything he needed to talk to us about AND everything we wanted to raise. Left feeling very comfortable with the pathway forward.
- Raelee
Peter is excellent and I wouldn't trust anyone else with my tax return. I would recommend him to anyone.
- Samantha
Ashley is always able to clarify and explain the best ways to work our multiple entity business streams to assist decision making.
- Lisa and Chris
I have been a client at Strategem for many years. I have received an education in the world of finance as my advisor has given me sound and timely advice to help me plan my future. I have felt well informed and my many questions are patiently answered with good explanations and reasoning. I am not a business, just a person working hard with the goal of a comfortable retirement. And I have trusted Strategem to help get me there. I have also used their accountants to assist with my taxation needs - a comprehensive in house system that works well for my needs.
- Gabrielle Pell
I have been using the services offered at Strategem for many years. I have always found the advice and care given to be helpful and accurate. The staff welcome me in a warm and professional manner. They have been available to assist me at any time with any financial issues or questions I may have. Currently, I see Brett Marchant and thank him for his very approachable manner, excellent care and attention to detail. I highly recommend Strategem for tax or financial services.
- Heather Ryall
As SMSF clients of Strategem Bendigo and specifically, Brett Marchant, for over 10 years we highly recommend Brett and the team. We are very comfortable with how they are so approachable and can convey their vast knowledge to their clients. Matters such as access to and analysis of market research, compliance requirements, legacy planning and so much more are all dealt with by the friendly staff. Their commitment to the Bendigo community is also commendable.
- Dan Parry
We have been clients of Strategem for many years and have the utmost confidence in the integrity of the advice given to us. Brett Marchant has been our financial advisor for a number of years now and we very much appreciate his professional guidance. He listens, he educates and he advises. He has structured our portfolio in such a way that gives us confidence that whatever happens, we will be much better off as a result of the advice he has given. We couldn’t be happier.
- Peter Kilpatrick
Under Brett's custodianship our portfolio continues to show remarkable growth year after year. During our meetings I find he goes out of his way to not only make us comfortable but to make sure we are aware of the local and global markets and then may suggest changes in our portfolio for the best outcome going forward. We are very confident to recommend Strategem to anyone looking for a reliable financial advisor.
- Anton Von Sierakowski
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