About us: Handling your financial life with care


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Invest with Milestone Financial Services

Invest

We talk to you before we talk money. Milestone places great emphasis on getting to know our clients on a personal level before offering our advice and services.

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Retirement Advice

Retire

Its always difficult to think about your future investments and planning your retirement. We offer some comprehensive advice and guidance through this process.

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Insurance advice

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We assist you and your family in reaching your milestone in life. With 30 years of combined experience, your Milestone financial adviser is there to help you achieve your life’s long journey

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News & Articles


The cycle lives on: What we might expect in 2017


2017 is shaping up to be a year where we need to keep ‘market noise’ in perspective and focus on the longer term performance of our investment portfolios. Many economic commentators are predicting that markets will be volatile in 2017. However, volatility - that’s where the value of your investments rises and also falls - is something that occurs throughout an economic cycle and is not something we should be unduly alarmed about.
 

 
New Zealanders ranked fifth richest people in the world
 

2016 saw New Zealand named the world’s best place to live as ranked by the Legatum Prosperity Index.  This has now been followed by the Credit Suisse Global Wealth Report that ranks New Zealanders the fifth richest people in the world.

 

Testimonials

Milestone Financial Services (Wellington) has been handling my finances for several years. I have always found them very good and advised me on the best way to handle matters relating to future investments for retirement.
John Y

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About Us

 
Life is full of milestones, and every time we approach one we are also approaching an important financial decision. That’s why, at Milestone, we encourage clients to undertake the personalised advice approach where we take a huge amount of care with our clients’ financial lives.