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!


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*

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




*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.









Meet our Principal Financial Planner - Peter Stewart

 
For more information on Peter Stewart and his qualifications ► click here.


Selecting 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.



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.



Retirement Insights Episode 3 - How do changes to Superannuation impact on your long term financial and retirement plan?



Retirement Insights Episode 4
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Did you know that on average Australians overestimate the cost of living in retirement. So how much do you really need?



Retirement Insights Episode 5
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Why financial advice in retirement is even more important than before. Watch this video to find out why you shouldn't go it alone.



 

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 Video - Investment Masterclass: Key Drivers of investment return
In the first edition of the Russell Investments Masterclass series, Investment Specialist Scott Fletcher speaks with Portfolio Manager Andrew Sneddon about the four key drivers of investment return. [read more]
InTouch Newsletter Q2 2018
Read our current InTouch Newsletter
In this edition:
• What do new ‘disruptive’ industries mean for investors?
• Federal Budget – a summary
• Help your finances survive redundancy
• Get your finances ready for retirement
• Federal Budget – an overview for retirees
• Stepped or level premiums: know the difference
• Are you getting enough sleep?
[read more]
7 July 2018 - Saving for retirement when you have dependants
Supporting your dependants doesn’t have to come at the expense of building your retirement nest egg.
Read our Editorial
[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