TYPICAL FINANCIAL ISSUE

• Growing Wealth
• Understanding Superannuation
• Managing Investments & Superannuation
• Protecting wealth and family cash flows
• Changing circumstances
• Dealing with numerous (finance related) advisers and providers
• Income rich, Asset poor

BENCHMARK DIFFERENCE

• Tailored investment solutions and savings plans with long term projections and reviews.
• A range of Superannuation solutions and related strategies to tax effectively growth wealth.
• We take care of the administration, paper work and changing strategies to save client’s time.
• Wealth protection strategies including protection and life insurance for peace of mind. A dedicated Claims Service (no dealing with call centries).
• We are a hands on business who will be there through the life cycle to provide specialized advice.
• Through our wide-ranging wealth strategies and referral partners, you will save time and have a single trusted point of contact. Our network includes accountants, lawyers and mortgage brokers.
• Effective strategies from a tax and wealth building perspective.

• Do I have enough to retire on?
• Estate Planning – do I just need a Will?
• Growing Wealth
• Understanding Superannuation
• Managing Investments & Superannuation
• Protecting wealth and family cash flows
• Changing circumstances
• Dealing with numerous (finance related) advisers and providers

BENCHMARK DIFFERENCE

• How do I manage my cash flows in Retirement?
• Estate Planning – do I just need a Will?
• Centrelink & Age Care support
• Growing/Maintaining Wealth
• Understanding Superannuation
• Managing Investments & Superannuation
• Protecting wealth and family cash flows
• Changing circumstances
• Dealing with numerous (finance related) advisers and providers

BENCHMARK DIFFERENCE

• We monitor clients’ Superannuation, Age Pension (where applicable) and other income streams through Retirement to ensure a comfortable life style, and where possible, preservation of capital.
• There are a range of estate planning strategies that we assist clients with to reduce ‘death taxes’ where possible and provide more certainty that beneficiaries will be catered for.
• Strategies and reviews to ensure benefits are maximised and assistance with paper work/queries.
• Tailored investment solutions and savings structures with long term projections and reviews
• A range of Superannuation solutions and related strategies to tax effectively grow/manage wealth, whilst drawing down a retirement income stream.
• We take care of the administration, paper work and changing strategies to save clients’ time.
• Wealth protection strategies including life insurance for peace of mind.
• We are a hands on business who will be there through the life cycle to provide specialised advice.
• Through our wide-ranging wealth strategies and referral partners, you will save time and have a single trusted point of contact. Our network includes accountants, lawyers & mortgage brokers.