Our history
Since 1998, we have been helping hundreds of clients with their financial goals…
At Benchmark Strategic, we provide independent financial adviceto 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.
What we can do
We can provide advice covering a range of areas including:
Financial Advice
Comprehensive and objective advice for all your financial questions.
Investment Planning and Strategy
Professionally managed, low cost, and customized to your situation.
Business Advice
Complete business advice service that covers from idea creation to cash flow forecasting.
Retirement Planning
We can help you carefully consider your financial strategy for retirement.
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.
What our clients have said
Read some kind words from our happy clients.
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.
Schedule your complimentary consultation.
19yrs
of experience in investment advisory area
280+
advisory client relationships
95%
of our new clients come from introductions by our current clients