HOW WE CAN HELP YOU
Wealth Management
Money is a very personal matter, and we understand you are cautious about who you trust to manage your wealth.
We have in excess of 85 years of wealth management experience and continue to have the pleasure of working with businesses, individuals and families.
Building, preserving and managing wealth requires specialist knowledge.
We know first-hand the powerful impact great financial decisions can have on personal wealth and we strive to help you reach your goals in a way that doesn’t overwhelm you.
OUR SERVICES
Strategies for wealth creation.
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Advice on portfolio investment options.
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Share broking advice.
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Specialist advice on estate and succession planning.
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Personal risk insurance.
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Specialist advice on aged care.
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Superannuation and retirement planning.
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Our dedicated team of financial planners, have you covered.
We all have financial goals and at Strategem,
your individual goals are as important to us
as they are to you.
Hear it from our team and clients…
Client Success Stories from our Advisors
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"I had a client who was finding things difficult maintaining a full time work schedule but wasn't sure how to manage her transition into full retirement. Working with her over the years we caught up and recognised it was time for her to start drawing on her assets, embracing retirement so she could spend more time doing what she loves. We built a strategy that sought to reduce her hours and finally finish work entirely whilst supporting herself comfortably into the future."
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"I worked with the children of an elderly couple who both unfortunately had found their health was rapidly declining. We needed to structure a plan which could see them transition into an aged care facility whilst navigating the challenges of Centerlink and establishing all of the required paperwork for this. After a number of weeks we successfully got them both into their preferred facility and have established age pensions and an investment strategy that will be providing adequate income to meet their ongoing expenses."
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"Michael and Susan came in to discuss potential retirement. Michael was very nervous about having enough wealth to be able to afford to retire. After providing some pre-retirement advice and cash flow modelling, we were able to provide Michael and Susan with the peace of mind they could afford to retire and maintain there current lifestyle. This was a huge relief for them, particularly Michael."
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"Sam and Mel are of age pension age but ineligible to receive age pension due to the amount of assets held. We were able to provide advice in relation to suitable strategies that allowed them use part of their wealth to receive guaranteed income for life and allow them to receive part age pension and the benefits associated with holding an age pension card."
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"We were able to help a client retire a lot sooner than they thought they were able to and ensure they could maintain their current lifestyle. The advice we provided gave them the confidence to be able to retire comfortably and their only regret was they should have done it sooner."
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"I had a daughter (POA) of a client come to me to discuss her father's share portfolio. It wasn't something that had ever been looked at and this client now quite elderly was unable to manage it themselves. The daughter and I spent a number of weeks uncovering the full situation and consolidated everything onto a platform that will be able to manage the assets going forward. Not only did this provide peace of mind to the client knowing it was all sorted but the POA will now have a better understanding of their parents assets to sell them down for the client as needed."
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"A client had some really specific instructions on how they wanted to structure their affairs once they had passed away. We worked with both the client and their lawyer closely to ensure we could give them peace of mind about their affairs."
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"A client we were looking after came into a situation which was outside the norm. We worked with them and made submission to the ATO on their behalf and were eventually able to help them save over $100,000 tax."
Resources
Information on Personal Deductible Contributions
Would you like to increase your retirement savings and reduce your income tax payable?
Aged Care – Working with
your Advisor
Creating effective solutions for aged care.
Enjoy the transition from working life into the retirement you've dreamed of with pre-retirement planning.
Aged Care – Planning for
Aged Care
Need to plan a move to residential aged care?
Information on Non-Concessional Contributions
Making non-concessional contributions into superannuation increases your retirement savings and your tax-free component.
Aged Care – Covering the Costs of Aged Care
Creating effective solutions for aged care.
We get that just because we love numbers doesn’t mean you have to.
Our specialised advice will support the health of your family and your business. So let us take the stress away and navigate the complex world of wealth management for you. Fill out our enquiry form below.
