Our Working Hours
Mon - Fri : 9.00 AM - 5.00 PM,
(After Hours by Appointment only)
Saturday - by appointment only
Sunday - by appointment only
Stratagem Wealth Management
Stratagem Wealth delivers tailored financial planning services designed to help clients achieve their financial goals. Our strategies focus on wealth accumulation, retirement planning, life insurance, and investment advice. Additionally, we offer lending solutions, including home loans, investment loans, personal loans, business loans, and asset finance. By integrating these services, we help clients build a secure and prosperous future.
testimonials
What People Say About Us
The Hair Loss Show
Trustindex verifies that the original source of the review is Google. Kavi is fantastic. He was very thorough and went through all my options. I have subsequently got his advise on a multitude of other financial endevours.
Penny Telfer
Trustindex verifies that the original source of the review is Google. Kavi assisted us with sourcing a refinance/building loan for a large home extension. He was extremely attentive and quick to respond during the process. We've been very happy with the product - 2 years on.
Brianna Moore
Trustindex verifies that the original source of the review is Google. We have sought financial advice from Kavi to purchase a property and also undertake a review our insurances and super. He has always provided an excellent personal approach, in a timely manner and we have recommended him onto our family and friends
Tina Cardwell
Trustindex verifies that the original source of the review is Google. I have been with Kavi approximately six years. I appreciate how from the start he listened and got to know me and what I was comfortable with regarding investments. I trust Kavi completely and appreciate his advice. He is patient if or when I may not understand something and explains everything clearly. I highly recommend Kavi, I personally wouldn’t trust anyone else’s advice. I feel Kavi wants nothing but the best for me, a touch of the personal, in very professional manner.
Tashi Dorjee
Trustindex verifies that the original source of the review is Google. Thank you Kavi for your expert advice on my financial management and your friendship
Our Vision
At Stratagem Wealth Financial Planning, we help enhance the financial wellbeing of our clients by providing quality advice tailored to their individual needs.
Financial Planning
We help you explore new possibilities, discover hidden opportunities and achieve meaningful results.
Finance
We help you navigate financial complexities, uncover smarter opportunities and achieve lasting wealth through strategic lending and debt management solutions.
Our Mission
Stratagem Wealth Financial Planning is a team of caring professionals who aim deliver advice of highest integrity to ensure you are on track to achieve your financial goals.
Our Values
- Professional
- Reliable
- Accountable
Our Values
- Professional
- Reliable
- Accountable
Practice Principal
Kavi is a highly experienced Senior Financial Planner with over 21 years of experience in the Financial Services industry. Throughout his career, he has developed a strong track record of providing strategic financial guidance to a diverse clientele. In his role at a major bank, he specialised in advising relationship-managed clients, including high-net-worth individuals, professionals, business owners, and medical practitioners.
With a deep understanding of wealth management, investment strategies, and financial planning, Kavi tailors comprehensive solutions to meet the unique needs of his clients. His expertise spans the full spectrum of financial planning, from wealth accumulation and tax-efficient strategies to retirement planning and legacy preservation. Whether working with young professionals building their financial foundation or retirees seeking to optimise their wealth for future generations, Kavi delivers personalised, forward-thinking strategies to help his clients achieve their long-term financial goals.
With a deep understanding of wealth management, investment strategies, and financial planning, Kavi tailors comprehensive solutions to meet the unique needs of his clients. His expertise spans the full spectrum of financial planning, from wealth accumulation and tax-efficient strategies to retirement planning and legacy preservation. Whether working with young professionals building their financial foundation or retirees seeking to optimise their wealth for future generations, Kavi delivers personalised, forward-thinking strategies to help his clients achieve their long-term financial goals.
Senior Financial Planner
Grad. Dip Financial Planning, B.Comm, M.Tech, Dip Finanace & Mortgage Broking Mgmt
Senior Financial Planner
Grad. Dip Financial Planning, B.Comm, M.Tech, Dip Finanace & Mortgage Broking Mgmt
Practice Principal
Kavi is a highly experienced Senior Financial Planner with over 21 years of experience in the Financial Services industry. Throughout his career, he has developed a strong track record of providing strategic financial guidance to a diverse clientele. In his role at a major bank, he specialised in advising relationship-managed clients, including high-net-worth individuals, professionals, business owners, and medical practitioners.
With a deep understanding of wealth management, investment strategies, and financial planning, Kavi tailors comprehensive solutions to meet the unique needs of his clients. His expertise spans the full spectrum of financial planning, from wealth accumulation and tax-efficient strategies to retirement planning and legacy preservation. Whether working with young professionals building their financial foundation or retirees seeking to optimise their wealth for future generations, Kavi delivers personalised, forward-thinking strategies to help his clients achieve their long-term financial goals.
With a deep understanding of wealth management, investment strategies, and financial planning, Kavi tailors comprehensive solutions to meet the unique needs of his clients. His expertise spans the full spectrum of financial planning, from wealth accumulation and tax-efficient strategies to retirement planning and legacy preservation. Whether working with young professionals building their financial foundation or retirees seeking to optimise their wealth for future generations, Kavi delivers personalised, forward-thinking strategies to help his clients achieve their long-term financial goals.