Stratagem Wealth - Financial Planning & Finance

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 wouldnt trust anyone elses advice. I feel Kavi wants nothing but the best for me, a touch of the personal, in very professional manner.
Dec 21st, 2022

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.
Dec 21st, 2022

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.
Dec 19th, 2022

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
Dec 19th, 2022

Thank you Kavi for your expert advice on my financial management and your friendship
Dec 17th, 2022