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.

Our aim is to build our clients’ wealth by minimising risk and maximising opportunities.

Managed Portfolios

We do the hard work for you. We provide continual oversight combined with expert personal portfolio management to deliver the best possible outcome.

Share Trading

Our brokers provide their analysis and expertise in a number of disciplines resulting in the best possible chance of profitable trading.

Fast Share Sales

Our brokers help to make the process of selling your shares as fast and simple as possible.

Corporate Advisory

Landmark Financial also provides investing advice to both public and private small-to-medium size enterprises from a wide range of sectors.

Absolute Transparency

All shares will be directly owned by yourself. Whenever a trade is executed, a letter from your broker clarifies the transaction. This allows you to be included in the portfolio management process while not having to focus on the demanding day-to-day monitoring of the portfolio.

Room For You To Move

While your adviser looks after the day-to-day operation of your account, should you have a long term holding or want to buy an individual holding, it can be expedited.

You Come First

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.

Reporting

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.

Timing

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.

Various strategies will be utilised to maximise returns while aiming to minimise capital risk.

The Managed Discretionary Portfolio option provides the greatest degree of flexibility to tackle market volatility and maximise returns.