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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.

Whether you are a just starting out, a professional trader or an asset manager our comprehensive range of trading platforms and solutions will more than meet your trading needs.

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

You will get quality advice for your investments from Landmark Financial’s professional, accredited and experienced advisors…who will be with you every step of the way. Generate extra income A low interest rate environment often prompts experienced investors to search for alternative forms of yield from their investment strategies. If you are looking for an investment strategy to help generate additional monthly income on top of your dividends with existing or new stock, you can take advantage of a low risk strategy such as a covered call.

Our portfolio construction and management solutions have been designed to help investors maximize investment performance and effectively manage their portfolio. The level of management service can be adapted to your unique requirements. Whether you are seeking a full service personal advice relative to your financial situation and objectives, or merely general advice on exposures, strategies and opportunities or the facilitation and execution of trades … our friendly and experienced advisers are able to assist.

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.

Our institutional sales desk consists of individuals from diverse backgrounds with extensive experience across regional markets and multi-asset classes and proven track records in servicing mutual funds, hedge funds and institutional clients.

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.

Some of our most successful clients have done very well simply by responding positively to our buy recommendations. Whilst not all recommendations pan out as anticipated, many have resulted in significant gains and more than made up for the losers. What usually works best is when our client is sufficiently engaged in the company’s progress so we can talk about the company and discuss the eventual exit strategy.

Our Difference With Landmark Financial, you don’t just receive the extensive experience of one individual. You gain access to the knowledge and wisdom of our entire team. Moving forward together, success takes care of itself. Moving forward together, success takes care of itself. Expert, Quality Advice Professional, fully accredited and friendly advisors can help tailor the perfect solution to your needs. Experience Advisers at Landmark Financial have industry-leading education and are focused on achieving the best possible outcome for our clients.

Our full service stockbroking advisory solutions are designed to help investors maximise investment performance and effectively manage their portfolio and exposure Wealth Management A partnership between you and your adviser to understand your requirements, to determine an investment strategy, and to construct and manage a modelled investment portfolio Our advisers will help you with decisions on investing in International shares, IPOs, corporate actions and other asset classes. Your investments are monitored and reviewed regularly and we proactively recommend adjustments if and when necessary.

Our portfolio construction and management solutions have been designed to help investors maximize investment performance and effectively manage their portfolio. The level of management service can be adapted to your unique requirements. Whether you are seeking a full service personal advice relative to your financial situation and objectives, or merely general advice on exposures, strategies and opportunities or the facilitation and execution of trades … our friendly and experienced advisers are able to assist. Tailored Advice Landmark Financial has a long standing tradition of offering high quality tailored advice to investors anywhere in the world. Our advisers work in partnership with you to understand your unique requirements and develop an investment strategy and advice that best conforms to your financial situation, investment goals and appetite for risk. Style of advice You will only receive as much professional advice and support as you require allowing you to decide the level of participation in the creation and management of your share portfolio. IPO’s and Capital Raisings As a Landmark Financial client, you may have the opportunity to access Initial Public Offerings and – depending on your level of experience – other equity capital raisings. If the company has never issued equity to the public, an Initial Public Offering (IPO) would be the first sale of stock by the company to the public. Whilst there are many reasons why a company may decide to go public, the main one is the opportunity to access additional capital for use in the business. The company raises this money by issuing either debt or equity in the form of shares. Other capital raisings may involve the issue and sale of securities to a small number of investors instead of the general public. Unlike with a public offering, a formal prospectus does not have be provided for a private placement and thus it is often restricted to experienced or sophisticated investors that have a strong understanding of the process and risks involved. Options & Warrants We provide a derivatives service allowing experienced Landmark Financial clients to take advantage of more sophisticated exchange traded products. Our accredited and experienced advisers have access to a range of exchange traded option and warrant products. Due to the potentially high risk nature of derivatives, it is important that any prospective investor speaks with their adviser prior to trading derivatives. Reasons for considering derivatives Increase income on a portfolio through selling premiums Protect a portfolio (hedging) to reduce risk from a highly volatile period in the market Gain a leveraged position into a top listed company Trade movements on an index Lock in a purchase or sale price now and decide later for a fraction of the cost. Wholesale Services Servicing institutional traders and providing advice and solutions to financial planners. Institutional Trading Our institutional sales desk consists of individuals from diverse backgrounds with extensive experience across regional markets and multi-asset classes and proven track records in servicing mutual funds, hedge funds and institutional clients.

At Landmark Financial, we keep our clients’ best interests at heart. You will get quality advice for your investments from Landmark Financial’s professional, accredited and experienced advisors…who will be with you every step of the way. Generate extra income A low interest rate environment often prompts experienced investors to search for alternative forms of yield from their investment strategies. If you are looking for an investment strategy to help generate additional monthly income on top of your dividends with existing or new stock, you can take advantage of a low risk strategy such as a covered call. What is a covered call? A covered call is an investment strategy which can help produce a monthly income where the call option is sold against stock an investor already owns. In exchange for selling the call, you will collect a premium from the option buyer. However, the option premium comes with an obligation; if the buyer exercises the option, you will be obligated to deliver the underlying shares (sell the shares) to the buyer of the option at the sold strike price. As you already own the stock, you are ‘covered’ and can deliver the underlying shares, hence the name of the strategy, covered call. Why write covered calls? The goal is to generate extra income whilst keeping the underlying stock. Ideally the strategy is implemented when one feels that the stock is likely to move sideways or down and stay below the strike price of the sold call …resulting in the option position expiring worthless. In this instance you keep the option premium – as well as the stock – thereby generating an additional income on your existing holding. This strategy is particularly good for stocks that pay stable dividends and enjoy a relatively stable stock price such as the major banks, miners and consumer staples.

Portfolio Construction & Management Our portfolio construction and management solutions have been designed to help investors maximize investment performance and effectively manage their portfolio. The level of management service can be adapted to your unique requirements. Whether you are seeking a full service personal advice relative to your financial situation and objectives, or merely general advice on exposures, strategies and opportunities or the facilitation and execution of trades … our friendly and experienced advisers are able to assist. Tailored Advice Landmark Financial has a long standing tradition of offering high quality tailored advice to investors anywhere in the world. Our advisers work in partnership with you to understand your unique requirements and develop an investment strategy and advice that best conforms to your financial situation, investment goals and appetite for risk. Style of advice You will only receive as much professional advice and support as you require allowing you to decide the level of participation in the creation and management of your share portfolio. IPO’s and Capital Raisings As a Landmark Financial client, you may have the opportunity to access Initial Public Offerings and – depending on your level of experience – other equity capital raisings. If the company has never issued equity to the public, an Initial Public Offering (IPO) would be the first sale of stock by the company to the public. Whilst there are many reasons why a company may decide to go public, the main one is the opportunity to access additional capital for use in the business. The company raises this money by issuing either debt or equity in the form of shares. Other capital raisings may involve the issue and sale of securities to a small number of investors instead of the general public. Unlike with a public offering, a formal prospectus does not have be provided for a private placement and thus it is often restricted to experienced or sophisticated investors that have a strong understanding of the process and risks involved.

Landmark Financial is a full service, private client, stockbroking business for both individual and corporate clients. The company’s expertise has been developed and honed through all cycles of the investment markets and the overall economy. Our core team specializes in providing personal and professional service to private clients – and have been providing offshore investment advice for many years. We pride ourselves on being small enough to really care about our clients, yet big enough to offer great service. We are dedicated to providing the best financial advice with no strings attached, meeting the needs of all clients ranging from the smaller investor, to the retiree, to the large investor. Over our trading years we have developed a complete range of investment solutions that can been individually tailored to our clients’ needs. We are pleasingly gratified to know that we our building a reputation for being approachable, dependable and developing lasting relationships with our clients.

Our portfolio construction and management solutions have been designed to help investors maximize investment performance and effectively manage their portfolio. The level of management service can be adapted to your unique requirements. Whether you are seeking a full service personal advice relative to your financial situation and objectives, or merely general advice on exposures, strategies and opportunities or the facilitation and execution of trades … our friendly and experienced advisers are able to assist. Tailored Advice Landmark Financial has a long standing tradition of offering high quality tailored advice to investors anywhere in the world. Our advisers work in partnership with you to understand your unique requirements and develop an investment strategy and advice that best conforms to your financial situation, investment goals and appetite for risk.

Your business is growing and changing rapidly and PT Unified Trade stands behind our clients and by their sides to keep them safe and up-to-date. Issues of concern in the industry globally are risk management, IT security, cultural and language flexibility and keeping up with ever-changing international banking and currency regulatory issues. All new clients undergo a thorough fraud prevention and IT security audit – including internal and external cyber security testing. By keeping each new client safe, we keep all of our clients safe. Once we are satisfied that you have sufficient security in place, we begin the process of speeding up your payments, reducing your costs, and helping you in every way possible so that you can attend to your core business and attend to your bottom line.

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.

At Landmark Financial, we keep our clients’ best interests at heart. You will get quality advice for your investments from Landmark Financial’s professional, accredited and experienced advisors…who will be with you every step of the way. Generate extra income A low interest rate environment often prompts experienced investors to search for alternative forms of yield from their investment strategies. If you are looking for an investment strategy to help generate additional monthly income on top of your dividends with existing or new stock, you can take advantage of a low risk strategy such as a covered call.

Our institutional sales desk consists of individuals from diverse backgrounds with extensive experience across regional markets and multi-asset classes and proven track records in servicing mutual funds, hedge funds and institutional clients. We provide up to the minute market updates, market intelligence and management of trade execution to help our clients make the most informed investment decisions. We also offer various sophisticated and powerful trading platforms that provide institutional investors with a comprehensive range of trading and management solutions.

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.

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.

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.

Our dedicated team of advisers sometimes work in partnership with independent financial planners to ensure that their clients’ investments are actively managed and administered. To better service the clients of the financial planner network we support, we are happy to facilitate investing in a range of Landmark Financial identified products and services.

Our accredited and experienced advisers have access to a range of exchange traded option and warrant products. Due to the potentially high risk nature of derivatives, it is important that any prospective investor speaks with their adviser prior to trading derivatives.

Our institutional sales desk consists of individuals from diverse backgrounds with extensive experience across regional markets and multi-asset classes and proven track records in servicing mutual funds, hedge funds and institutional clients.

This strategy is particularly good for stocks that pay stable dividends and enjoy a relatively stable stock price such as the major banks, miners and consumer staples.

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

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

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

https://landmark.financial/ Our full service stockbroking advisory solutions are designed to help investors maximise investment performance and effectively manage their portfolio and exposure

Our full service stockbroking advisory solutions are designed to help investors maximise investment performance and effectively manage their portfolio and exposure https://landmark.financial/