Stratagem Wealth Management Pty Ltd, trading as Stratagem Financial Planning, is a trusted financial services firm based in Carnegie, Victoria. Led by experienced Financial Planner Kavi, the team is dedicated to enhancing the financial wellbeing of clients by providing tailored advice to meet individual needs. With a focus on helping clients achieve their financial goals, the team at Stratagem Wealth Management prides itself on delivering advice of the highest integrity.
specialising in a wide range of financial services, including mortgage brokering and financial planning, Stratagem Wealth Management caters to clients from diverse backgrounds, from young wealth accumulators to high net worth individuals and retirees. With over 13 years of experience in the financial services industry, Kavi brings a wealth of knowledge and expertise to the table, particularly in advising high net worth clients such as professionals, business owners, and medical practitioners.
At Stratagem Wealth Management, the philosophy revolves around helping clients see the world differently, uncovering new opportunities, and achieving results that bridge the gap between current circumstances and future aspirations. As an authorized representative of Wealth Advisers Financial Group Pty Ltd, the team at Stratagem Wealth Management is committed to continually seeking new and innovative ways to serve clients and ensure their financial wellbeing.