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Growing Wealth

  • Our Services
    • Cash Flow Management
    • Growing Wealth
    • Risk Management & Personal Insurance
    • Retirement Planning & Superannuation
    • Tax Planning
    • Investment Planning and Strategy
    • Business Advice
    • Estate Planning

Growing wealth is most effective when started at an early age with a disciplined decision to pay yourself first…

When it comes to investing, it is important to remember that there is no single right way to build wealth. For some, paying off a mortgage is the best option, for others it could be building an investment portfolio, buying an investment property, topping up superannuation or investing in yourself by improving skills or education.

At Benchmark Strategic, we can show you how to achieve your dreams — by getting rich slowly, without compromising on your lifestyle choices along the way. Creating wealth is a marathon, not a sprint.

A plan for creating wealth may cover:

Regular Savings

Little can be achieved financially, without establishing a regular, disciplined savings pattern. We will help you find the disposable income you never knew you had, and put it to good use.

Investment

True wealth is built from wise investment. We customise each investment portfolio to suit your personal circumstances, risk tolerance and time frame.

Clearing Debt

Not all debt is your enemy, but having a clear strategy to manage and eliminate debt over time is essential.

Building Super

Superannuation remains the core retirement nest egg for most Australians. We'll help you make the most of the opportunities and tax benefits.

Minimise Tax

Understanding income tax, capital gains tax, and the various taxation concessions available is key to keeping more of your hard earned dollars.

Protection Planning

The best laid plans can go astray without adequate protection. We'll show you how to insure yourself in the most cost effective way.

Estate Planning

As well as making provision for your loves ones, it's important to leave clear instructions of your wishes.

Regular Review

One thing in life is certain change. By regularly reviewing your finances we will help you to keep all your ducks in a row.

Our specialist advice includes how to:

  • structure your assets in a tax-effective manner
  • improve your overall superannuation position through salary sacrificing, moving assets, maximising self managed super fund (SMSF) benefits and commencing pension accounts
  • optimise your capacity to earn through utilising surplus income
  • structure and repay debt effectively
  • maximise your overall personal and family financial position.
Financial Services Guide

Read the important information about the services we offer.

Download PDF brochure

Did You Know?
67%

of our clients had never invested before

1 in 3

of our clients don't have any form of personal life insurance

Testimonials

I really appreciate the independent, highly personalised service I receive from Benchmark Strategic.

Testimonial Author 1
Ken Stevens, retired chartered accountant

We have been working with Benchmark Strategic for over 15 years and they have been invaluable in supporting us with both educational trusts, inheritance tax advice and pension planning.

Testimonial Author 2
Kathy and Ben, Melbourne

Benchmark Strategic took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex.

Testimonial Author 4
Daniel Clare, Business Owner
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If you want expert advice on building wealth,
feel free to make a complimentary first appointment.

Get Started

Get in touch

B-38 , old DLF sec-14 ,
Gurgaon
122001

(+91) 9310750107

[email protected]

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RSBN Wealth (Chaitanya Lapsia) is SEBI Registered Research Analyst. The services are provided under Research Analyst license number INH000008905

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