Benchmark Consultants Pty Ltd

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.