Strategem | Accounting, Tax & Wealth Management

Dealing with all the staff at Strategem is always a pleasant experience. Cannot recommend Michael Cherry highly enough. His friendly, professional attitude and welcoming smile sets you at ease right away. He genuinely wants to help you and give you the best advice. He makes sure you understand what he is doing at all times and takes the time to answer all your questions and concerns to help get you the best outcome possible. He references the "team" frequently so you know right away that it's not just him alone doing all the work, but instead there are a lot people in the background all working together for you. Thank you Michael Cherry

Matt was fantastic and the place feels warm and inviting. Great vibes defiantly using strategem from now on! Thanks!

Stratagem has very competent and efficient accountants. Having been going there for a number of years and never had any problems.

Chris Tatt was very kind and helpful, displayed patience with my over eagerness and interruptions. Besides this he was very professional have good knowledge, strategic thinking and creative solutions.

I appreciate having Leanne do my tax annually. She knows the rules and changes to the rules, and applies her knowledge very effectively. Thank you Leanne for many years' service.

After several years of having our financial affairs managed and safeguarded by Strategen and in particular Brett Marchant I felt motivated to right a review to encourage others who might be looking or someone to manage their funds. 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 Strategen to anyone looking for a reliable financial advisor.

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.