Benchmark has been on a path of innovation and growth that “sets it apart” from traditional financial planning firms, according to newly appointed managing director Tim Sargisson.
Speaking to Professional Adviser, Sargisson commended Benchmark's collaborative effort between advisers and their clients to develop enhanced services and outcomes. "Advisers must ensure that good client outcomes are the core focus of their firm," he said. "Benchmark comes with significant oversight, governance, and risk management. Advisers must support client outcomes, and make sure their clients feel safe. By working with Benchmark, advisers know that we would not do something detrimental to their clients," Sargisson said. "We understand where the risk bar sits for us, and we ar...
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