Every financial plan we create is different.

Your investment and financial plan should revolve around you. We strive to truly understand your financial goals and objectives, then build a highly sophisticated plan to meet your needs.

We don't just point people in the right direction and wish them luck. We know that life has a habit of changing. Markets can change, legislation can change, health can change and client goals can change. Part of our job is to work with clients and adjust their strategy as required to ensure they can navigate these changes and still end up where they want to be.

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Our financial experts will custom-design your wealth management plan by focusing on the following.

  • Through years of experience as Brisbane's top financial advisors, we've learned that the only way to successfully do this is to truly understand our clients — not just your finances, but also your day-to-day life.
  • Unlike large corporate planners, we take the time to discover the path to your goals that will also allow you to live the life you want.

Call us today at (07) 3621 4076 to schedule your free consultation!

We are certified and licensed under:

Benchmark Strategic holds a CPA Public Practice licence dedicated to providing financial planning advice and SMSF administration.

Financial Planning Process

One size doesn't fit all, so the better we understand your situation, the better your plan will fit you.

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Investment Approach

We offer customized strategies to meet the diverse investment objectives of our clients.

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