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Growing Wealth

  • How We Can Help
  • Our Services
    • Cash Flow Management
    • Growing Wealth
    • Risk Management & Personal Insurance
    • Retirement Planning & Superannuation
    • Tax Planning
    • Investment Planning and Strategy
    • Business Advice
  • How We Work
  • Fees

Growing wealth is most effective when started at an early age with a disciplined decision to pay yourself first…

When it comes to investing, it is important to remember that there is no single right way to build wealth. For some, paying off a mortgage is the best option, for others it could be building an investment portfolio, buying an investment property, topping up superannuation or investing in yourself by improving skills or education.

At Benchmark Strategic, we can show you how to achieve your dreams — by getting rich slowly, without compromising on your lifestyle choices along the way. Creating wealth is a marathon, not a sprint.

A plan for creating wealth may cover:

Regular Savings

Little can be achieved financially, without establishing a regular, disciplined savings pattern. We will help you find the disposable income you never knew you had, and put it to good use.

Investment

True wealth is built from wise investment. We customise each investment portfolio to suit your personal circumstances, risk tolerance and time frame.

Clearing Debt

Not all debt is your enemy, but having a clear strategy to manage and eliminate debt over time is essential.

Building Super

Superannuation remains the core retirement nest egg for most Australians. We'll help you make the most of the opportunities and tax benefits.

Minimise Tax

Understanding income tax, capital gains tax, and the various taxation concessions available is key to keeping more of your hard earned dollars.

Protection Planning

The best laid plans can go astray without adequate protection. We'll show you how to insure yourself in the most cost effective way.

Estate Planning

As well as making provision for your loves ones, it's important to leave clear instructions of your wishes.

Regular Review

One thing in life is certain change. By regularly reviewing your finances we will help you to keep all your ducks in a row.

Our specialist advice includes how to:

  • structure your assets in a tax-effective manner
  • improve your overall superannuation position through salary sacrificing, moving assets, maximising self managed super fund (SMSF) benefits and commencing pension accounts
  • optimise your capacity to earn through utilising surplus income
  • structure and repay debt effectively
  • maximise your overall personal and family financial position.
Financial Services Guide

Read the important information about the services we offer.

Download PDF brochure
Did You Know?
67%

of our clients had never invested before

1 in 3

of our clients don't have any form of personal life insurance

Testimonials

I really appreciate the independent, highly personalised service I receive from Benchmark Strategic.

testimonial author
Ken Stevens, retired chartered accountant

Benchmark Strategic took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex.

testimonial author
Paul Marsh, Business Owner

If you want expert advice on building wealth,
feel free to make a complimentary firstappointment.

Get Started

Get in touch

Suite 87, Level 12, 316 Adelaide Street,
Brisbane City, QLD, 4000

(07) 3621 4076

[email protected]

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The information on this website is general in nature only. It has been prepared without taking into account your personal objectives, financial situations or needs. You should seek personal financial advice which considers your objectives, financial situation and needs before making any financial or investment decision.

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