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
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
Michael is always prepared for the meeting and comes with some key points to discuss.
- Lisa
Daniel knows his stuff and can readily explain my financial situation to me and make meaningful suggestions.
- Bev
The Strategem representative was well prepared to respond to my questions prior to the appointment and followed up promptly.
- Fiona
Meeting with our advisor was very helpful, covered all aspects of our portfolio, answered all questions and received excellent advice.
- Jacob and Saleen
Explanation was forwarded for questions we had the same day in writing very happy.
- Brian and Nikki
Michael Zealley was extremely helpful, knowledgeable and informative. I was totally satisfied with my meeting with him.
- Lynn