About
Strategem is a well-established financial services firm with offices in Bendigo and Melbourne, bringing together a team of Certified Practising Accountants and seasoned financial advisors. They work with both individuals and businesses, helping clients navigate everything from tax time stress to long-term wealth planning. The focus is on practical advice and building lasting relationships, so clients feel supported at every stage of their financial journey.
Whether you're sorting out your super, managing compliance, or looking for guidance on business growth, Strategem offers a broad mix of services. Their approach is about making complex financial matters more manageable, so you can make decisions with confidence and clarity.
What Strategem | Accounting, Tax & Wealth Management offers
- Accounting and bookkeeping for individuals and businesses
- Taxation advice and compliance support
- Business advisory and financial consulting
- Superannuation and retirement planning
- Wealth management and investment strategies
- Financial planning and insurance solutions
- Audit and risk management services
What people say
Clients consistently praise Strategem for trustworthy, easy-to-understand financial advice and long-term support, with many loyal for decades. Reviewers highlight clear explanations, attentive service and a warm, professional team that makes tax time stress free. Popular services include accounting services, taxation, wealth management, financial planning, SMSF advice, retirement planning, portfolio structuring, compliance guidance, legacy planning and access to market research. People also value the firm’s prompt communication, thorough follow up and convenient in-house accounting and wealth services, plus their commitment to the Bendigo community.
Several reviewers mentioned Brett Marchant for approachable, confident guidance and well-structured portfolios, Daniel/Daniel Nalder for clear, helpful advice, Chris Harrington for excellent care and attention to detail, and Kris Tatt for knowledgeable, no-fluff SMSF support. Overall, Strategem is seen as professional, responsive and genuinely invested in helping clients reach a comfortable retirement.
Why choose them
- Offices in both Bendigo and Melbourne
- Team of Certified Practising Accountants and financial advisors
- Over 90 years of experience in the financial sector
- Personalised service for individuals and organisations
- Access to practical tools like budgeting spreadsheets and tax planning guides
- Support for clients at any stage of life or business
More accounting nearby
Contact
- Phone
- 03 5445 4777
- Address
- 35 Mundy St, Bendigo VIC 3550
- Website
- strategem.com.au
Hours
- Monday8:45am – 5pm
- Tuesday8:45am – 5pm
- Wednesday8:45am – 5pm
- Thursday8:45am – 5pm
- Friday (today)8:45am – 5pm
- SaturdayClosed
- SundayClosed
Suggest an update
- 1 · Tell us
- 2 · We check
- 3 · Live