Strategem | Accounting, Tax & Wealth Management - Bendigo, Victoria

Introducing Strategem | Accounting, Tax & Wealth Management

Strategem | Accounting, Tax & Wealth Management is a renowned firm located at 35 Mundy St, Bendigo VIC 3550, Australia. The company specializes in providing comprehensive accounting, tax, and wealth management services, with a focus on helping individuals and businesses achieve their financial goals. Their dedication to excellence and personalized service has earned them a stellar reputation in the industry.

Specialties and Services

The firm's specialties include:

• Accountant: Offering a wide range of accounting services to ensure accurate financial records and compliance with tax laws.
• Financial Planner: Providing expert advice on investment strategies, retirement planning, and wealth accumulation.
• Tax Consultant: Assisting clients in optimizing their tax positions and minimizing their tax liabilities through strategic planning.

Accessibility and Appointments

To ensure a comfortable and convenient experience for all clients, Strategem | Accounting, Tax & Wealth Management offers:

• Wheelchair-accessible car parking
• Wheelchair-accessible entrance
• Appointments are recommended to ensure personalized attention and better service

Testimonials and Reviews

With an impressive 4.9/5 average rating based on 28 reviews on Google My Business, Strategem | Accounting, Tax & Wealth Management has consistently delivered exceptional service to its clients. One satisfied client shared their experience, stating:

"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 adviser 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."

Contact Information

For more information or to schedule an appointment, please contact Strategem | Accounting, Tax & Wealth Management at:

• Phone: 354454777
• Email: Use the contact form on their website
• Website: strategem.com.au

By choosing Strategem | Accounting, Tax & Wealth Management, you can trust that you are in capable and reliable hands, working towards achieving your financial goals with confidence and peace of mind.

👍 Reviews of Strategem | Accounting, Tax & Wealth Management

Peter K.

5/5

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 adviser 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.

Heather R.

5/5

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

Daniel P.

5/5

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.

Bev M.

5/5

I am very grateful to Strategem for their years of financial advice and support, which has enabled me to retire comfortably.
Daniel is my current advisor, and I find him very knowledgeable, capable in explaining and very willing to go the extra mile to assist me.
Thank you to Strategem and to Daniel, in particular.
I highly recommend Strategem.

Ken M.

5/5

Strategem is an independent financial service. We find they are comprehensive and fair in their advice, responsive to our needs and most of all, trustworthy. Investing and taxation is way too complex and these guys help us through the quagmire. Thanks particularly to Brett, Peter and the team.

Gabrielle P.

5/5

I have been a client at Strategem for many years. I have received an education in the world of finance as my adviser 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.

Marcia C.

5/5

We have been using the services offered at Strategem for 50 years. Going through the change of business names and advisors and have always been totally satisfied with our connections there.
We have always found the advice and care given to us to be very helpful and accurate. The staff welcome us in a warm and professional manner. They have been available at any time to assist us with issues and questions we may have.
Currently we see Daniel Nalder and thank him for his very approachable manner and advice he gives to us.
Bryan and Marcia Clements

Elizabeth A.

5/5

Excellent care and attention to detail from Chris H. over many years. I have never hesitated to place my trust in him and am very happy to recommend Strategem.