Securitas Financial Group

IMPORTANT:  Speak to a Financial Planner before you make any decision to transition to an Aged Care Facility.

You MAY NOT need to sell your house, and you COULD be entitled to more than you originally thought, with our help. There are various strategies which can reduce your income test fees as well as other fees, to improve income (including, Centrelink Aged pension entitlements). This includes people who are partly or fully funded residents or independently funded residents.

Benchmark Consultants provide clients with fee-for-service Financial Planning advice. Our Principal Financial Planner is a Certified Financial Planner® Professional who also holds an AEPS® Accredited Estate Planning Strategist qualification with the (FPA) Financial Planning Association of Australia.  Benchmark Consultants has been accredited by the FPA as an FPA Professional Practice®, ensuring our clients receive the highest quality service available within the Financial Planning profession.

In addition to our comprehensive understanding and strategies for Aged Care Advice, Benchmark Consultants also provide a comprehensive service including:

• Family Wealth Management
• Retirement Planning
• Estate Planning
• Investment Advice
• Tax Minimisation
• Centrelink / Pensions
• Insurance (Life / Trauma / Income)
• Mortgage and Debt Analysis

At Benchmark Consultants we believe there is more to Financial Planning than simply ‘putting something away for the future’. It’s about identifying your long-term lifestyle goals, building the best path to help you achieve them, and helping you track the progress with up-to-date advice.

Financial Planning Professionals must adhere to a strict code of ethics and professional conduct which is mandatory and enforceable. Confidentiality, professionalism, integrity, objectivity, competence, fairness and diligence are all required to ensure compliance. At Benchmark Consultants our staff are highly skilled and dedicated to ensuring the highest quality customer service.

Benchmark Consultants is located at Suite 2, Barber House, 16 Mead Street Kalamunda, with plenty of free parking for clients. If mobility is an issue, please let us know and we will endeavour to make other arrangements suitable for your particular circumstances.

Your first appointment with us is OBLIGATION FREE. Fees charged are based on the level of advice provided as outlined and based on your financial requirements.

Want to know more? Take a browse at our website where you will find lots more information about the services we provide including testimonials from our clients.

Benchmark Consultants Pty Ltd is a Corporate Authorised Representative 289570 of RI Advice Group Pty Ltd ABN 23 001 774 125 AFSL 238429.