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At Benchmark Strategic, we provide independent financial advice to individuals and families.

We specialise in clients over 40 years old and enjoy solving more complex financial planning challenges. Our clients understand the value of good advice and appreciate the benefits of our completely independent financial planning model.

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What we can do

We can provide advice covering a range of areas including:

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Financial Advice

Comprehensive and objective advice for all your financial questions.

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Business Advice

Complete business advice service that covers from idea creation to cash flow forecasting.

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Retirement Planning

We can help you carefully consider your financial strategy for retirement.

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How we work

We help busy professionals build a financial plan and investment strategy that connect your goals for tomorrow with today. With professional guidance and help implementing the next steps, you'll stay in control of your finances.

This is how we can help you. It's a simple 4-step process that yields great results.

1
Evaluate.

By understanding where you are now, we can develop a plan that takes you where you’d like to go.

2
Plan.

The best plan is the one that’s tailored to your needs and accomplished with your priorities.

3
Implement.

Having a plan is a good start, but it must be implemented or its value is lost!

4
Adjust.

Monitor and adjust for ongoing changes to income, inflation, spending habits, and other topics.

What our clients have said

Read some kind words from our happy clients.

Testimonial Author 1

We have found Benchmark Strategic to be exactly what we have needed to manage our financial matters.

Jon and Meredith, Melbourne
Testimonial Author 2

They have been extremely helpful, and very practical, in their advice on pensions, inheritance tax planning and investment strategies.

Ann Cerovski, Bexley North, NSW
Testimonial Author 3

Just to say thank you for the time you obviously put into my strategies.

Corrado Milano, Self Funded Retiree
Testimonial Author 4

They listened to what I want to achieve for a secure retirement & have guided me towards a balanced investment plan.

Jason Bannister, IT Professional & Business Owner

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19yrs

of experience in investment advisory area

280+

advisory client relationships

95%

of our new clients come from introductions by our current clients