Independent Financial Advice

Fee-only financial planning & investing for today's professionals.

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Strategic planning
for tomorrow's goals, today.

We help our clients achieve their personal goals and objectives.

Learn How We Help

We can guide you to financial peace of mind.

At Benchmark Strategic, we believe everyone should have access to independent financial advice. We have been providing it to the Toowoomba area since 1998.

About Us

Of the 18,000 financial advisers in Australia,
we are part of a select group of under 90 who can call themselves truly independent.

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Meet Our Team

Diverse views, common values and a team approach to creating better outcomes.

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Integrated Approach

How our approach in serving our clients sets us apart from other advisory firms.

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Our Story

19 years of experience understanding the markets and capitalizing on what lies ahead.


of experience in investment advisory area


advisory client relationships


total client assets under our management


How we work

Our mission is to improve the quality of life for those who seek financial planning advice, and commit to working with us. We aim to be our clients' trusted financial adviser, to offer them a sounding board for their ideas, to challenge them to achieve their goals, to support them through difficult times, and to celebrate with them.

As a boutique financial advice firm we choose who we work with carefully. We make sure we're able to assist you in achieving outcomes that satisfy your long-term financial and personal goals before entering into a relationship, to ensure we're the right fit for you for a long-term partnership.

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.

Let's meet.

Schedule your complimentary consultation right now.

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