Our Mission

Benchmark Financial Services is a wealth management practice solely focused on helping you achieve your financial goals. We strive to deliver personal trustworthy advice as well as positive and consistent outcomes. Our service offering is structured to ensure client strategies are constantly reviewed in order to meet short & longer-term goals. Our clients consider us their wealth management partners.

We’re here to help you grow your wealth faster, manage it better and safeguard it more effectively; to build a financial future that you may otherwise have not achieved.

We are often the first point of contact for clients when their circumstances change, as our hands on approach ensures clients see the value in our advice.

Our reputation is very important to us and we strive to be known for:

  • Knowledge and expertise – We undertake ongoing professional development and commit to keeping up to date with new legislation, strategies and opportunities.
  • An informed experience – We know it is important to make sure clients can make informed decisions. Through our high levels of service, clients will always be kept up to date with what strategies/investments best suit their situation.
  • Our relaxed and friendly environment – We are not a large institution and we don’t want to be. We want clients to feel that we are a part of their network. We are interested in clients’ overall situation, not just their financial position.
  • Delivery of superior advice – We are renowned for providing superior advice through the support of Financial Services Partners and an excellent professional network including solicitors, accountants and mortgage brokers. We have access to research and tools, which provide a real advantage to clients.
  • Active ongoing client service – We aim to provide relevant and timely advice, and make sure we really understand the client and their needs. We also realise that clients experience change as they move through different life stages. As a result, we believe in customised solutions to meet a client’s needs.
We are located in Caulfield and service the local community and clients state-wide.  We also have clients in New South Wales, Queensland, as well as the United Kingdom and the United States.  We are located close to a number of tramlines, Caulfield Park and local cafes and shops. We are also happy to travel to see clients at their preferred location.

Testimonial

I am very grateful for the personal touch which Rosanne and David have always provided with my financial planning. They have always advocated the long term approach and my Portfolio has experienced excellent growth as a result. I have had a very long term association with Rosanne, David and John & I look forward to continuing to plan my financial future with their professional guidance.
Thank you sincerely for the generous amount of time spent on advising me on all financial and insurance matters. After making a significant professional change, John made me aware of the need to reassess my income protection insurance cover. As it turns out, the new policy which I purchased as advised by John, covered me for my recent out of work accident.
Thank you sincerely for the incredible assistance and advice regarding the insurance claim made recently for lost income due to illness. I recall how Rachael made me aware of the need to reassess my income protection insurance cover many years ago and thinking I would never need it. As it turns out, the new policy which I purchased as advised by Rachael, covered me for my recent illness which caused me to not be able to work for 3 months.
Rosanne, David & John have managed my Portfolio for 17 years now and in that time their service has always exceeded my expectations. They continue to ensure my financial needs are met and that I am fully informed with the reasonings behind their recommendations. I feel very comfortable knowing that Rosanne & David are managing my finances and have full confidence that their approach to financial planning will continue to produce excellent results for their clients
All good businesses to be successful need to be credible and have honest and reliable people directing and working for them.Some fifteen years ago prior to my retirement I was looking for a sound financial adviser to look after my assets.

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