Trust   Relationship   Expertise   Direction

We are experts at turning your hard work and success into the future you want, sooner and with less risk

about us

 A Landmark is defined as …

– an event marking an important stage of development or a turning point in history
– a conspicuous object that serves as a guide

Landmark Financial Management is a boutique financial planning practice focussed on helping you create the future you want.  We do not see ourselves as just “money managers”. Sure, we will help you take control of your financial situation, but our focus is on understanding what is most important to you and the values and vision that underpin the future you want to create. This allows us to develop, implement and evolve a comprehensive financial strategy that is specifically tailored to help you CreateProtectPreserve and Enjoy wealth

Landmark Financial Management

 How Our Clients Rate Us

Our Values

TRUST
This is the foundation that underpins all we do. We earn our position as Trusted Advisers through transparency, professionalism and putting your interests first.
TRUST
" I trust them highly, I think their client service and technical ability are great. " - Trevor Fraser
RELATIONSHIP
We develop a deep, ongoing relationship with you so that we can add lasting value over time
RELATIONSHIP
" They've been great. Landmark have stuck with us through tough times and kept us in the best position to get through them " -Barry Davis
EXPERTISE
We are experts at turning your hard work and success into the future you want, sooner and with less risk.
DIRECTION
To help you make smart financial decisions time and time again.
DIRECTION
"They do the little things well. Plus they're not afraid to say "no" to you, which I really appreciate. At one point in time we wanted to borrow more and they said no and showed us how there wasn't a big benefit to doing so at the time." -Monica and Steve McMillan

Our Clients

  • I would describe Landmark as low profile, efficient and exacting.  I trust them highly, I think their client service and technical ability are great. We're very satisfied with their services.

    Trevor Fraser
  • They've been great.  We needed help in planning for retirement and consolidating our various investments into a single plan. They gave us the education we needed to feel comfortable with the strategies they recommended. We're on track for early retirement and we have a plan for post-retirement as well. Landmark have stuck with us through tough times and kept us in the best position to get through them.

    Barry Davis
  • Our goal in working with Landmark was to prepare well in advance and retire comfortably, not find ourselves in a sudden position of retirement with no money. We wanted a company with which we could see a long future, and Landmark fit that bill nicely. Our goals are coming to fruition and we've appreciated the support of Landmark through the bad times in the world markets. It's reassuring to hear their calm and measured advice when times are tough. They do the little things well. Plus they're not afraid to say "no" to you, which I really appreciate. At one point in time we wanted to borrow more and they said no and showed us how there wasn't a big benefit to doing so at the time. We've referred some of our friends to them, and will continue to do so.

    Monica and Steve McMillan
  • Landmark helped to make a daunting retirement financial transition process much lighter by supplying sound advice and providing active assistance to pull together all the different aspects of the agreed plan including consolidating numerous existing accounts, establishing & transferring monies into new accounts and applying for entitlements, benefits and concessions.

    David and Lesley Wooldridge
  • We are very pleased to have chosen Landmark to manage/plan our retirement requirements.

    Greg and Heather Wain
  • We have been very satisfied with the services and advice provided by Landmark during theses difficult economic times.

    Clyde and Lynn Mitchell
  • Landmark really listened to what we needed to acheive right now and how to tailor the next step as we plan for our future. Their advice on all matters from financial management to life insurance allowed us to make informed decisions on our family's security. We would highly recommend their services to our friends and associates.

    Reese Deaves and Sarah Bennett
  • The difference between Landmark and my previous advisors is in the way they tailor a strategy based around what I want in life and what I want my money to do for me. I really feel they listen and keep my goals in mind when they make their recommendations. I really like the continual follow-up I get from them.  They're very proactive. I'm looking forward to the future.

    Jamie Taylor
  • Landmark can easily sum up your financial situation and can think of alternatives that you might not have thought of yourself. They take on board your comfort level and work within that. The result is an individualised plan. They are very personable and make you feel secure when you're telling them your most intimate financial details, which is a big thing. I appreciate the fact that I can call and get updates at any time. I can always speak to someone who knows my precise circumstances.

    Lou Kitzelman
  • I started using Landmark's services after my previous financial planner left the industry. I'd had a good relationship with my previous planner, so I was pleasantly surprised when my Landmark advisor, Paul Little, and I got along so well.  He came across as honourable and efficient. Since then I've had good experiences with Landmark and I believe they are very trustworthy. Short of giving out free samples of money there's not much more I could ask of Landmark.

    Raymond Baynes
  • I find that the level of tailoring of my financial plan is just right at Landmark. They appreciate the goals that I have, and they have their feet on the ground.  When they make a recommendation, it's grounded in sense. If I need them, they're on the phone. When I visit them, I feel like I'm the centre of attention, and I don't feel rushed.  I don't feel like a number. That's good service in my book.

    Terry O'Hanlon Rose
  • I am particularly grateful to Paul for his enormous help in not only sorting out my father's finances which had been neglected for some time, but methodically restoring order and growth to his portfolio.

    Meredith Baxter
  • A great way to head into retirement.

    John and Phillida Imrie
Landmark Financial Management
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