Business Details
50+ Years
experience
Trusted Accounting & Financial Advisory Services in Bendigo & Melbourne
Strategem has been enriching lives through better financial decisions since 1932, establishing itself as a trusted leader in accounting, taxation, and financial advisory services. Our team of Certified Practicing Accountants and experienced financial advisors deliver personalized solutions to individuals and businesses across Bendigo and Melbourne. With over 90 years of industry expertise, we prioritize client relationships built on trust, transparency, and tailored financial strategies. Our services span wealth management, risk insurance, superannuation, business advisory, and compliance, ensuring comprehensive support at every stage of life. As a locally-owned firm, we remain deeply committed to community development through initiatives like the Strategem Community Foundation.Our dedication to excellence is reflected in our 50+ strong team, who combine technical proficiency with a client-centric approach. We continuously adapt to evolving financial landscapes to provide forward-thinking advice that aligns with individual goals. Our proven track record of helping clients achieve financial security and business growth underscores our position as industry leaders. Through ongoing education and personalized guidance, we empower clients to make informed decisions that create lasting value. This enduring commitment to quality service delivery has made us a preferred partner for generations of clients.
Services
Accounting and Taxation
Wealth Management
Risk Insurance
Business Advisory
Superannuation
Audit Services
Financial Planning
Tax Return Preparation
Investment Advice
SMSF Management
Details
- Year established: 1932
Highlights and features
- We have over 90 years of combined experience in accounting and financial advisory services
- Our team includes Certified Practicing Accountants with specialist taxation expertise
- We provide personalized financial strategies tailored to individual life stages
- We combine technical expertise with a client-focused approach to service delivery
- We maintain deep community connections through our local foundation initiatives
What people say
Patient advice
Professional and approachable
Knowledgeable team
Excellent support
Outstanding service
Services
Accounting and Taxation
Our accounting and taxation specialists provide comprehensive compliance solutions including individual and business tax returns, BAS lodgements, and complex tax planning. With expertise in corporate secretarial services and cloud accounting software, we ensure regulatory compliance while optimizing financial outcomes. Our team delivers tailored advice on business structures, capital gains tax, and fringe benefits tax to support sustainable growth.
Wealth Management
We develop personalized wealth management strategies covering investment advice, risk insurance, and retirement planning. Our specialists create diversified portfolios and estate plans while providing expert guidance on aged care financial solutions and pension strategies. Through ongoing portfolio management, we help clients build and preserve wealth across different life stages.
Business Advisory
Our business advisory services focus on strategic growth planning, cash flow management, and operational efficiency improvements. We assist with business valuations, budget creation, and compliance requirements while providing specialized support for business sales and succession planning. Our advisors help owners navigate challenges through tailored strategies aligned with long-term objectives.
Superannuation
We offer comprehensive superannuation services including SMSF management, investment strategy development, and compliance reporting. Our specialists provide personalized advice on contribution strategies, pension transitions, and retirement income planning. Through integrated tax and estate planning, we help clients optimize their superannuation outcomes for financial security in retirement.
Risk Insurance
Our risk insurance solutions provide comprehensive coverage for life, total permanent disability, trauma, and income protection needs. We assess individual risk profiles to recommend appropriate coverage levels while offering ongoing policy reviews. Our specialists help clients protect personal and business assets through tailored insurance strategies that provide financial security during unexpected events.
People
Chris Harrington
Managing Partner
With extensive experience in accounting and business leadership, Chris combines marathon running enthusiasm with professional excellence. He leads Strategem's team while coaching junior football and maintaining strong community connections through local initiatives.
George Zarpalas
Group Chairman
Bringing decades of financial management expertise, George oversees strategic direction while supporting Essendon football and family commitments. His leadership contributes to maintaining industry standards across Strategem's service offerings.
Emmy Mulholland
Partner
Specialising in business advisory services, Emmy combines culinary passion with financial expertise. With 13+ years of client relationships, she delivers strategic guidance that supports business growth and operational success for long-term clients.
Trevor Elliott
Partner
As a tax specialist and Richmond Football Club supporter, Trevor provides expert advice on complex financial matters. His experience spans business restructuring, compliance, and strategic planning for diverse client needs.
Ashley Hill
Partner
Specialising in tennis-related financial management, Ashley brings sports coaching experience to business advisory services. He contributes financial expertise to local tennis associations while managing client portfolios and business strategies.
Questions
What accounting services do you offer for businesses?
We provide comprehensive business accounting services including tax returns, BAS lodgements, financial statements, business activity statements, and compliance support tailored to your specific needs.
How can your business advisory services help my company grow?
Our business advisory team helps with cash flow management, business restructuring, growth strategies, and succession planning to improve operational efficiency and long-term sustainability.
What superannuation services do you provide?
We offer SMSF management, retirement planning, pension strategies, investment advice, and compliance reporting to help optimise your superannuation outcomes at every life stage.
Do you offer personal financial planning services?
Yes, we provide wealth management solutions including investment strategies, risk insurance, estate planning, and retirement income planning tailored to individual financial goals.
How do you support local community initiatives?
Through the Strategem Community Foundation, we actively support local projects and maintain partnerships that strengthen our regional communities in Bendigo and beyond.
What makes your tax planning services unique?
Our tax planning combines technical expertise with personalized strategies to minimize liabilities while aligning with long-term financial objectives, supported by our 90+ years of industry experience.
