About us: Handling your financial life with care

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Invest with Milestone Financial Services


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


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


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

Changes to the KiwiSaver HomeStart Grant

A number of changes occurred to the KiwiSaver HomeStart Grant on 1 August 2016. These are:
Income caps
The existing income cap limits of $80,000 for one buyer and $120,000 for two or more buyers are to be increased to $85,000 and $130,000 respectively. These caps are based on income earned in the previous 12 month period before tax.

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Crystal ball gazing on a grand scale

We are always being asked to predict the future so our clients can invest with absolute certainty.  Unfortunately, our crystal ball is not that shiny and although we can identify trends and major issues, they will not always translate into direct market outcomes.
The markets are always full of noise and scare mongering but geopolitical issues are often overlooked. Bill O’Grady from Confluence Investment Management has identified five key issues that can definitely influence the market. If these issues rise in prominence then they will tend to depress share prices and increase the value of the US dollar. Bill O’Grady lists these issues in order of importance.



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.