Great Reads – Article featuring Andrew Pease 18 Jun 12

This article was written in the Australian Financial Review 18th June 2012.  Great story featuring Andrew Pease covering why Equities will bounce back. 

 

Benchmark Consultants is a corporate representative #289570 of Australian Financial Services Ltd AFSL #297239 AFS ABN #50116900362. Peter Stewart, is a CERTIFIED FINANCIAL PLANNER® professional, and a member of the Association of Financial Advisors Ltd and Financial Planning Association of Australia Ltd.

To find out more about Benchmark Consultants go to http://www.benchmarkconsultants.com.au or phone 08 9293 2922 to make an appointment.

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Copy. Store. Retrieve.

What would you do if you couldn’t find your important information when you needed it?  If you couldn’t find a copy of your Last Will and Testament, Mortgage Papers, Insurance Documentation or Marriage Certificate?

Having access to copies of these forms of documentation can be essential at times, and if you work away from home, for example Fly In – Fly Out workers, finding this information can be a challenge.  Not to mention if your partner or spouse, or parents were suddenly incapacitated, would you be able to locate all necessary paperwork with a simple phone call?

Benchmark Consultants have the answer to this issue.  We offer our clients (Silver and above) the ability to scan and store copies of their documents on our system at no charge.

Document storage includes;

  • Wills,
  • Power of Attorney authorities,
  • birth certificates,
  • marriage certificates,
  • divorce certificates,
  • parents of partners death certificates,
  • TFN’s,
  • Tax assessments and past tax returns,
  • Passport
  • drivers licence photo ID,
  • investment
  • superannuation documents and statements,
  • insurances policies details and renewal notices.

(Note these are only COPIES of documents.  We will not store original documents.  It is the clients responsibiltiy to ensure the most recent copy of their documents is brought to the Benchmark Consultants office and scanned.  We take no responsibilty for ensuring copies stored are up to date)

Benchmark Consultants provide this service as a value added service to our clients.  We look forward to talking to you about how we can help to make your financial situation simpler.  Call Benchmark Consultants on 9293 2922 to arrange an appointment.

 

Find out more at http://www.benchmarkconsultants.com.au

 

Benchmark Consultants is a corporate representative #289570 of Australian Financial Services Ltd AFSL #297239 AFS ABN #50116900362. Peter Stewart, is a CERTIFIED FINANCIAL PLANNER® professional, and a member of the Association of Financial Advisors Ltd and Financial Planning Association of Australia Ltd.

Reducing the Frustration

I’m not sure about you, but I HATE call centres.

The frustration of calling an organisation and having to go through the seemingly never-ending gauntlet of press 1 to talk to this person, press 2 to talk to someone else, press three .. four .. five… HELP!!! If it’s not automated call centres it’s the frustration of speaking to someone who clearly has no idea how to help you as they are based overseas and can hardly speak a word of english or being transferred from department to department.

 

This is why at Benchmark Consultants we can help you to reduce the frustration.

 

As a Silver or higher client of Benchmark, you can authorise us to act on your behalf when you have to deal with financial institutions, Superannuation Funds or Government Departments.  Allowing you to spend you precious time somewhere a lot more enjoyable.

Our clients can enjoy the benefit of having someone else handle their financial issues on their behalf.  This is the joy of having your own Financial Planner.

So to reduce your stress and the time spent on the phone to financial institutions, talk to us about how we can help you.  Contact Benchmark Consultants on 08 9293 2922 or email info@benchmarkconsultants.com.au to arrange a meeting.

 

Peter and the Team

Benchmark Consultants

 

Benchmark Consultants is a corporate representative #289570 of Australian Financial Services Ltd AFSL #297239 AFS ABN #50116900362. Peter Stewart, is a CERTIFIED FINANCIAL PLANNER® professional, and a member of the Association of Financial Advisors Ltd and Financial Planning Association of Australia Ltd.