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

Insure

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

Plenty of Christmas Cheer

2016 was a roller coaster year for the financial markets. Things went up, but also down, and as a result it was not a stellar year for investment portfolios.
The world was fixated by Brexit and the US presidential elections. The markets held their breath as we moved into uncharted territory. There is bound to be longer term fall out from these two major events, but for us in New Zealand, the sun came up, or the rain came down (depending upon where you live), and the markets lived on.
 

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Taking property profits makes sense
 

An increasing number of Milestone clients have seen the value of their rental property increase by over 20% in the past two years. For those with rentals in Auckland, the gain could be over 30% depending on property location.
Unfortunately, rental incomes have not kept pace. The tax efficiency of owning rental properties is changing and costs are increasing. We are likely to see rising mortgage rates over the next few years and this makes it difficult for landlords who are highly leveraged.
 

 

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.