Phone:(08) 9293 2922

Welcome to Benchmark Consultants
Situated in the heart of Kalamunda
We pride ourselves on helping clients achieve their financial dreams.

 Our Services
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Think you're too young for advice...
Protecting your life and your income is important. Call us today to find out why.

 Insurance Advice
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We will help guide you
through life's ever changing
economic world.
 What We Do
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As a recognised FPA Professional Practice, we must adhere to the highest professional standards and quality of advice.
 Quality Advice
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The road to a better financial future could be only a phone call away. Isn't it time you spoke to a Financial Planner?

 Contact Us
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 Finding a qualified Financial Adviser is simple, look no further than Benchmark Consultants.

  Interesting insights from the Live the Dream research report. live-the-dream-research-report.jpg
  Click the image left to read the full Financial Planning Association (FPA) Live the Dream Report (August 2017)
#getaplan @AustraliaFPA
 
 


Situated in the centre of Kalamunda, in the Perth Hills, Benchmark offers quality financial advice set out in easy to understand terms.  Clients have access to professional, useful and quality financial advice based on their personal lifestyle goals and situation.

If you are looking to retire, protect your income, invest for the future or simply to gain control of your finances, then seeking professional advice is a must. 


Call Benchmark on 08 9293 2922 to make an appointment*

*Initial appointment cost is $275 payable on the day of the meeting. Further costs depend upon the level of advice appropriate to your financial needs and all costs are discussed at the meeting. 


How to select the right Financial Planner for you

So you have been contemplating speaking to a Financial Planner but have no idea where to start?   Before you make up your mind you must watch these videos.

Introducing Peter Stewart of Benchmark Consultants
Chose Benchmark as your financial planner 

Choosing a Financial Adviser - Making the right decision can be hard, but this video may help you to understand what to look for.
Choosing a financial adviser Perth                            


Select a Qualified Financial Planner

Benchmark Consultants is an authorised representative of RI Advice Group Pty Ltd and an authorised FPA Professional Practice with the Financial Planning Association of Australia.

Watch the videos below to find out how a recognised FPA Professional Planner can help you

Why do I need a Financial Planner?

Of any 100 people currently aged 25, by the time they reach the age of 65:

Where will you be in retirement

Which one will you be?
(Source: Australian Census Data)


Speak to a certified financial planner today to discuss how you can ensure you are one of the better statistics.

 

Retirement made simple

Whether you plan to retire sooner or later, the following videos will provide insight into planning for retirement and what you need to consider.

Retirement Insights Episode 1 - You might have to retire sooner than you think.
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Retirement Insights Episode 2 - Did you know that your retirement savings may have to work longer than you do?   Will you have enough money saved for your retirement, and how long will it last.
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Retirement Insights Episode 3 - How do changes to Superannuation impact on your long term financial and retirement plan?
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Retirement Insights Episode 4 - Did you know that on average Australians overestimate the cost of living in retirement. So how much do you really need?
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Retirement Insights Episode 5 - Why financial advice in retirement is even more important than before. Watch this video to find out why you shouldn't go it alone.
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Benchmark Consultants Pty Ltd is a Corporate Authorised Representative 289570 of RI Advice Group Pty Ltd ABN 23 001 774 125 AFSL 238429. Peter Stewart, is a CERTIFIED FINANCIAL PLANNER® professional, and a member of the Association of Financial Advisors Ltd and Financial Planning Association of Australia Ltd.

Latest News

Peter Stewart* CERTIFIED FINANCIAL PLANNER® professional AEPS® Accredited Estate Planning Strategist (JP. CFP FAFA Dip FP Dip LI)
 
Russell Investments - Market Week in Review

U.S. inflation surges. Did markets notice?

February 16, 2018  |  By Erik Ristuben

In the latest video update:

•             Market reaction to the U.S. CPI and PPI numbers for January

•             How global stock markets fared the week after the sell-off

•             Is inflation to blame for slow retail sales in the UK?

[read more]
Oliver's Insights - The pullback in shares – seven reasons not to be too concerned
The pullback in shares - seven reasons not to be too concerned [read more]
Oliver's Insights - Correction time for shares?
Correction time for shares?
By Shane Oliver, Head of Investment Strategy and Chief Economist.

The attached note looks the pullback seen in US shares last week and the implications going forward. The key points are as follows:

  • The US share market is long overdue a decent correction. This now appears to be unfolding and may have further to go as higher inflation, a slightly more aggressive Fed and higher bond yields are factored in.
  • This will impact most share markets including Australian shares.
  • However, in the absence of an aggressive 1994 style back-up in bond yields or a US recession - neither of which we expect - the pull back in shares should be limited in depth and duration to a correction (with say a 10% or so fall) and shares should have positive returns this year as a whole.
  • However, it's likely to be a more volatile year than last year.
[read more]

 
 
Have you noticed our advert on the front page of the Kalamunda Reporter?
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Or maybe it was through the FPA Australia website?
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How to find us

This website does not consider your personal circumstances and is general advice only. You should not act on any recommendation without considering your personal circumstances and objectives. RI Advice Group recommends you obtain financial advice specific to your circumstances.

Peter Stewart and Carol Hunter are Authorised Representatives of RI Advice Group Pty Ltd ABN 23 001 774 125 AFSL 238429

Benchmark Consultants is a Corporate Authorised Representative 289570 of RI Advice Group Pty Ltd ABN 23 001 774 125 AFSL 238429
Benchmark Consultants PO Box 944 KALAMUNDA WA 6926
Suite 2, Barber House 16 Mead Street
KALAMUNDA WA 6076
ph: (08) 9293 2922
f: (08) 9293 2933
e: info@benchmarkconsultants.com.au
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