At the Swancutt, Perkins and you may Danek Category, we think website subscribers deserve our very own greatest perform


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May 20, 2022

At the Swancutt, Perkins and you may Danek Category, we think website subscribers deserve our very own greatest perform

The fresh Swancutt, Perkins & Danek Group

  • Anticipate
  • The Thinking
  • Our very own Means

Our very own delicate think process and you can self-disciplined method allow us to assistance a selection of needs, from advancing years thought and pre-liquidity-skills planning, so you’re able to enough time-title care and attention, advanced schooling offers and you can riches import. I serve as one origin for incorporated wealth and you can capital management, trying to figure out efficiencies toward both parties of your equilibrium layer. I along with come together efficiently with clients’ attorney and you can CPAs, and additionally pros contained in this Merrill Lynch Money Government and Financial from America. Relationship-mainly based, i check out see clients whenever you can, forging the latest bonds that enable me to allowed their needs a lot more effortlessly, while keeping pace with regards to dynamic life priorities.

When individuals take part all of us, it works with high-energy group that’s dedicated to their convenience, benefits, and you will long-title really-are. I realize that buyer time try dear-therefore we commonly accept work that can streamline clients’ economic existence. We think all of our solution model, provided by Kristen Pardun and you will Erin Budke, encourages a host one testifies to every buyer’s well worth and you will importance, each and every day.


We implant Merrill search in our financing means, allowing us to customize buyer portfolios around the investment categories, markets and you can boundaries. Attentive to for every single customer’s chance endurance, i need one another technical and you will practical indicators inside our studies, being apprised out of switching markets criteria and you can financial templates. First and foremost, i seek to maintain customer money and construct confidence throughout the principles out of controlled expenses.

*Any recommendations demonstrated about the BofA All over the world Research is standard in general which can be perhaps not intended to offer private financial support pointers. All the information doesn’t take into account the specific resource objectives, finances and you may brand of needs of every specific individual dating services surgeon that can get discovered it. Traders should understand that comments away from upcoming applicants is almost certainly not know. BofA Around the world Scientific studies are browse produced by BofA Bonds, Inc. (“BofAS”) and/otherwise a minumum of one of the affiliates. BofAS is an authorized broker-broker, User SIPC, and you can wholly possessed part out-of Financial out of America Firm. BofA Internationally Lookup do and you can tries to do business with enterprises covered within its lookup accounts. Thus, investors should know about your organization have a dispute of interest which could affect the objectivity for the statement. Traders should consider this declaration because merely an individual factor in and come up with their financial commitment.

Our Strategy

Riches management is actually a procedure. We discern in which clients are today within their financial life, and you can in which they want to be in the long term. As a consequence of open dialogue and you can strong telecommunications, i let members activity a very clear path to your tomorrow it envision, for themselves and their loved ones. We feel blessed to aid readers throughout the important crossroads, whether triumphs otherwise changes. When members you desire a reliable give and you can a keen empathetic ear, we provide an attentiveness and you will accuracy one attest to our very own care and attention and you will concern. Readers easily understand we are relatable, speaking-to her or him from inside the obvious code and you will permitting him or her pursue told conclusion regarding their lives and you will legacies.

The works provides all of us happiness and you may fulfillment, the majority of and this derives on the tightly knit nature in our class. We all keeps three family members-our house yourself, we loved ones from the Merrill, and you may our customer nearest and dearest. We strive in order to suffice readers toward stability and worry i bring to the nearest relationship, remembering brand new faith one readers has listed in united states.


Merrill try happy with all of our advisers that have obtained detection from financial business courses or straight from Financial from The united states Business. We feel he’s function the quality to own excellent client services.

About us

At Benchmark Group Solutions, we strive for excellence and actively promote a friendly and motivating environment.


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  • P: 1300 381 080
  • E:
  • A: 154 Marsden St
  • Parramatta, NSW, 2150

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