Portfolio Management Services
From selling an individual share holding to establishing multi-million dollar portfolios, Landmark Financial advisers have the requisite skills and industry knowledge to help you achieve your financial goals. We offer an extensive range of services that will meet the needs of any client.
With Landmark Financial Portfolio Management Services, the hard work is done for you.
Under the Managed Discretionary Portfolio service, priority is given to clients in securing a position in a stock in ‘high-demand’ situations (where they otherwise may have missed out). An adviser’s day-to-day time is also prioritised towards managed clients, often resulting in an outperformance of a passive client.
You will receive regular detailed reports on your portfolio’s performance which could include a comprehensive End Of Financial Year tax report prepared for your accountant. Whilst many clients can’t be bothered to activate this service, we can also provide online access, allowing you to check your holdings any time of the day.
As the accounts are discretionary, your adviser is able to seek out opportunities that can often be time critical. Whether it be a highly important announcement made by a company or a surprise interest rate decision, often timing is critical to get you the best price.
Actively Managed, Premium, Boutique Service
Managed Discretionary Portfolios are an actively managed premium, boutique service that allow our advisers to act on your behalf, thereby completely removing most of the stress from the investing process. Your adviser will initially work with you to determine your risk profile before agreeing to a framework by which your portfolio will be managed. We will establish a diversified portfolio focusing on actively trading shares . The portfolio will be constantly monitored by your adviser on your behalf, taking advantage of opportunities that are often present in changing market conditions.