About us
Who are we?
Landmark Financial Services (Pty) Ltd, a majority female-owned Financial Services Provider (FSP) based in Bloemfontein, opened its doors in August 2020. We specialize in offering bespoke financial brokering services tailored to meet the diverse needs of clients from various financial backgrounds.
As a dynamic and results-driven team, we take pride in our deep connection to the communities we serve—communities where we grew up and to which we remain committed. This personal understanding allows us to relate to our clients genuinely and effectively, helping both the people and their communities realize their full potential.
We bridge financial gaps with a comprehensive range of insurance products, including life cover, funeral plans, and will drafting, as well as investment solutions like retirement planning and employee fund transfers. At Landmark Financial Services, we are dedicated to helping our clients achieve their financial ambitions and secure a prosperous future.
Mission
We are on a mission to provide bespoke financial services to a diversity of clients from all communities of South Africa. This will be achieved by empowering our employees to be credible professionals, who create wealth and provide our clients with sound financial advice. Landmark Financial Services understands its responsibility on the lives of clients and continues to be accessible and trustworthy
Vision
We envision being a financial services provider that is growth and result oriented, offering tailored insurance and financial services to an assortment of low to high earning clients in South Africa, whilst giving undivided attention to their unique needs. We also aim to handle the financial affairs of our clients and do our best to equip them with financial literacy skills so they can translate their ambitions into financial achievements and freedom
Our values
I.C.R.A.F.T
Integrity
Landmark Financial Services (Pty) Ltd prides itself on integrity as a hallmark, the consistency on which we service our clients based on it and ensuring our moral and ethical standards are never ambiguous.
Competence
By having a small team of seasoned professionals and experts, Landmark Financial Services (Pty) Ltd ensures its competence to ensure that each individual member can impart an ocean of knowledge. Offering a boutique of services demands this and we pride ourselves on exceptionalism.
Responsibility
Landmark Financial Services (Pty) Ltd understands that we are occupying not just the financial landscape as a business, but ultimately entering the wellbeing of mothers, fathers, breadwinners and the futures of our clients with the service and advice we offer.
Accountability
Our actions are well thought and structured, so that we can act with care to ensure our clients’ faith in us is rewarded. Our moral compass influences how we service our clients and eventually deliver the desired financial results.
Fairness
Our advice is based on fairness in every sense of the word. We do not discriminate our clients based on their socioeconomic background, the value of an investment or portfolio, gender or any outward feature. We take the time to understand our client’s fears, dreams, past and expected future. Then we apply our expertise to ensure that our clients are certain about their financial wellness journey.
Transparency
Through the 6 Treating Customers Fairly Outcomes (TCF), we strive to be transparent and fair towards our clients. Our communication is concise. Our clients can read our documents with ease then act. We ensure that there is a shared understanding between ourselves and clients during all transactions and engagements. Thus, we have positioned ourselves as a glass house institution.