Cash Flow Management
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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.
Meet Our Team
Diverse views, common values and a team approach to creating better outcomes.
Integrated Approach
How our approach in serving our clients sets us apart from other advisory firms.
Our Story
19 years of experience understanding the markets and capitalizing on what lies ahead.
19yrs
of experience in investment advisory area
280+
advisory client relationships
$300m
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 firmwe 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.
We have found Benchmark Strategic to be exactly what we have needed to manage our financial matters.
They have been extremely helpful, and very practical, in their advice on pensions, inheritance tax planning and investment strategies.
Just to say thank you for the time you obviously put into my strategies.
They listened to what I want to achieve for a secure retirement & have guided me towards an investment plan.