Today

is the day to start planning for the goals that matter most

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Now

is the time to make sure
your family is covered for life

Learn How We Help

Tomorrow

is up to you, and we can help you get there

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Your financial
well-being matters.

Designing realistic Wealth Strategies that create future peace of mind.

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We provide independent financial advice where your needs are the only factors that influence our decisions.

What we can do for you

1
Financial Advice

We help our clients to identify, prioritise and achieve their financial goals by assessing their overall situation and developing a customised strategy for long-term wealth creation and capital security.

2
Investment Planning and Strategy

Your investment strategy should be customized to meet your current risk tolerance and life objectives. We tailor our investment strategy to each client's needs.

3
Business Advice

We offer a complete business advice service that covers from idea creation to cash flow forecasting.

4
Retirement Planning

We can help you carefully consider your financial strategy for retirement. We will work closely with you, creating a plan that is unique to you — ensuring a smooth transition and rigorous ongoing review.

How to get started?

To be an effective partner, we need to know you and your goals.

1
get in touch

The best way to get started is to simply phone, or contact us via email or contact form

2
initial meeting

It helps us to get know each other and ascertain whether our service will be of benefit for you

3
if you decide to proceed…

We set up a second meeting, which is the start of the planning process…

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Tailored Advice for Complex Lives

Benchmark Strategic took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Their strategies & advice have been clearly articulated & have placed my wife & I at ease.

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Guidance towards Secure Retirement

They listened to what I want to achieve for a secure retirement & have guided me towards an investment plan which is balanced for growth & security. They have been extremely helpful, and very practical.

Mr Dominic WhiteMarketing and Sales Manager
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First Class Financial Advice

Benchmark Strategic advisors have a formidable background in financial planning. They complement each other in providing first class financial advice. Their honesty, integrity & sincere interest in securing a financial future for their clients makes them a standout group.

Tom HealthIT Professional & Business Owner
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Enjoy the Fruits of Working Life

I have been highly impressed with their recent retirement plan & start to enjoy some of the fruits of our working life. Chris & Mark were able to provide me with the impetus to take the next step which could have been delayed without quality financial advice.

Jason BurtonSelf Funded Retiree