Benchmark Consultants was previously a financial planning and advice practice in Perth, which was run and operated by Peter Stewart for 35 years. After selling his business to Securitas Financial Group in 2020, he now focuses on assisting financial advice practices to integrate estate planning services, and working with practice owners to create a strong foundation for succession.
Estate Planning - Adding a worthwhile estate planning service to your financial advice practice doesn’t have to be difficult. At Benchmark Consultants Peter will help establish tailored estate planning processes, while providing support and guidance to you.
Succession Planning - You’ve worked hard to build your business. Preparing for its eventual sale, merger or handover, can be problematic. By taking strategic action now you can benefit from a smooth transition and minimise disruptions and conflicts, while maximising value.
Company Details
- Employees
- 1
- Founded
- -
- Address
- Kalamunda, Western Australia 6076, Au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- benchmarkconsultants.com.au
- Keywords
- Financial Planning, Retirement Planning, Estate Planning, Aged Care Advice, Insurance, Salary Packaging, Wealth Creation, Pensions, Business Succession Planning.
- HQ
- Kalamunda, Western Australia
- Competitors
- Benchmark Projects Australasia, Small Caps.
Benchmark Consultants Pty Ltd Questions
Benchmark Consultants Pty Ltd's website is benchmarkconsultants.com.au
Benchmark Consultants Pty Ltd's LinkedIn profile is https://au.linkedin.com/company/benchmark-consultants-pty-ltd
Benchmark Consultants Pty Ltd has
1 employees.
View email and phone details for 1
employees at Benchmark Consultants Pty Ltd.
Benchmark Consultants Pty Ltd's industry is
Financial Services
Benchmark Consultants Pty Ltd's top competitors are
Benchmark Projects Australasia,
Small Caps.
Benchmark Consultants Pty Ltd's categories are Financial Services
Benchmark Consultants Pty Ltd's founding year is 1986
