Strategem Financial Services

Specializations

• tax accountant
• wealth management advisor

About Strategem Financial Services

Strategem provides tax, accounting & wealth creation services to private individuals, industry, small to medium enterprises and share market investors throughout Regional Victoria and Melbourne.

The majority of our clients are individual, or family owned businesses and we aim to help you grow your revenue and profits. We offer a comprehensive range of tailored financial services and business solution strategies in consideration of your financial strengths, aims and challenges.

Our belief is that most people who are serious about managing their finances are looking for strategic advice that will deliver tangible benefits beyond meeting statutory obligations. We focus on combining expert advice and a multi-disciplinary approach to help our clients achieve total wealth creation.
Strategem’s vision is: To be highly respected as expert accountants, advisors, and wealth managers who deliver outstanding service to all our clients.