What it is
Business money, owner wealth and employee wellbeing are deeply connected. A coordinated view helps each decision reinforce the others.
For business and people
Business
Give the business and the people behind it room to grow.
Business money, owner wealth and employee wellbeing are deeply connected. A coordinated view helps each decision reinforce the others.
About this service
Understand what the service offers and how it can help you.
Who it is for
Entrepreneurs, business owners and leadership teams managing growth, cash, risk and people.
How Stratum offers it
Stratum works with owners and leadership teams to organise priorities, then coordinates authorised banking, finance, insurance, investment and benefits partners.
The benefits
This service can support the outcomes that matter to you.
Fund sustainable growth
Protect key people and assets
Manage business cash
Connect owner and business planning
Your experience
We guide you through a clear and connected process.
Diagnose
The business model, cash cycle, risks and ambitions establish the priorities.
Coordinate
Suitable banking, finance, protection and benefits capabilities are assembled.
Implement
Authorised providers assess and deliver the selected solutions.
Grow
The relationship adapts as the business, owners and workforce evolve.
What we can bring together
We coordinate the specialist capabilities your plan requires.
Business accounts through partners
Cash management and payments
Business finance
Investments
Commercial insurance
Employee benefits and succession
For Stratum Private Clients
Your service, connected through
one relationship.
This service is offered to Stratum Private Clients as part of a coordinated relationship. The Stratum Private Clients App is intended to bring your request, financial position, relevant provider information and ongoing support into one clear view.
Banking, credit, insurance, investment and employee benefit products are provided by appropriately authorised partner institutions.
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Corporate & Institutional
Bring specialist capability into one accountable conversation.