If You’re Thinking Of Starting A Family, Buying Your First Home Or Just Enjoying More Control Over Your Finances, We’re Here To Help. 

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0370344177

1044A/1046A Dandenong Rd, Carnegie VIC 3163

admin@stratagem.au

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What To Expect

Here’s what you can expect

Our Five-Step Process

When you seek financial advice, we’ll take a step-by-step approach to help you reach your goals with a tailored wealth management strategy. For instance, we assess your current financial position, define clear objectives, and develop a personalized wealth management strategy to suit your needs. Additionally, we provide ongoing support to ensure your wealth management strategy remains effective over time. This way, you can stay on track toward financial success.

The introductory meeting with a financial planner is a discovery session designed to gain a clear understanding of your current financial situation, goals, and future plans. A great financial planner will take the time to listen, ask the right questions, and provide clarity on how they can support you in achieving your objectives.

01

Initial Meeting

We’ll help you clarify and define your goals and understand your current financial position. Together, we’ll agree on the main financial areas to focus on.

02

We’ll help you

When we’re preparing your financial plan, we’ll consider the financial strategies most likely to help you reach your goals and give you recommendations and our financial advice in writing.

03

Financial Strategies

We’ll discuss our recommendations with you and you’ll decide how to proceed from there. you can then write how to proceed from there.

04

Our Recommendations

Our Recommendation

We provide an annual review as part of our wealth management strategy, ensuring that our clients' objectives remain aligned with their evolving financial situation. As a result, they can adapt to changes with confidence.

05

Annual Review

Annual Review
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