Stratagem Wealth - Financial Planning & Finance 1046A Dandenong Road, Carnegie, Victoria 3163
About the Business
Welcome to Stratagem Wealth - Financial Planning & Finance, located at 1046A Dandenong Road, Carnegie, Australia. As an establishment focused on finance, we are here to help you achieve your financial goals, whether you are starting a family, buying your first home, or simply seeking more control over your finances.
We understand that you have dreams and aspirations for your life. That's why we believe that taking practical steps towards creating a better future starts with the right financial plan. Our team of experienced professionals is dedicated to providing you with the professional financial advice you need to make a difference to your future.
At Stratagem Financial Planning, we aim to enhance the financial well-being of our clients by offering quality advice tailored to their individual needs. We know that navigating the finance marketplace can be overwhelming, which is why we are here to guide you through the considerable array of loan products and features available. No matter how astute you are, we will provide you with the expertise and support you need to make informed decisions.
Our team of caring professionals is committed to delivering advice of the highest integrity. We want to ensure that you are on track to achieve your financial goals, no matter how they may change over time. That's why we continually seek new and better ways to serve our clients, bringing in new talent and forming affiliations with financial planners and finance brokers who work closely with us to obtain the best results for you.
Meet Kavi, our experienced Financial Planner who has been in the Financial Service industry for over 13 years. With a background in providing advice to clients from diverse backgrounds, ranging from young wealth accumulators to high net worth clients and retirees, Kavi has developed specialist knowledge in providing advice to professionals, business owners, and medical practitioners. With Kavi and our team by your side, you can trust that you are in capable hands.
Stratagem Wealth Management Pty Ltd, trading as Stratagem Financial Planning, is an authorised representative of Wealth Advisers Financial Group Pty Ltd. We are committed to providing you with the highest level of service and advice, ensuring that your financial well-being is our top priority.
Visit us at our Carnegie location, or contact us to schedule an appointment. Our office hours are Monday to Friday from 9.00 AM to 5.00 PM, and we are available on Saturdays and Sundays by appointment only. Let us help you see the world differently, discover new opportunities, and achieve the financial results that bridge what is with what can be.
Photos
Location & Phone number
1046A Dandenong Road, Carnegie, Victoria 3163, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Kavi is professional and knowledgable. His knowledge is up to date. It is five years now I have been working with him and his advice has always been helpful. Highly recommended."
"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."
"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."
"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"
"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."
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