Client Testimonials
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
We feel at ease and are confident that our financial situation is being dealt with in a professional manner
- Blair and Jo Kilpatrick
Thank you for all your patient advice over our years together. You are the one of the main reasons we are currently enjoying a worry-free retirement.
- Gabrielle
Excellent support from Brett with our superannuation and financial planning with a zoom meeting, email correspondence and then a follow up phone call. Our tax return process with Ashley and team has been outstanding. So very impressed with the support at this time.
- Barbara, Bendigo client