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

The global revcovery is here - but may yet be derailed

Professor Niall Fergusson was the key note speaker at the 2016 Portfolio Construction Forum in Auckland. Fergusson is an internationally renowned economic and financial historian, the author of 14 books and possibly most famous in New Zealand for his award winning TV series – The Ascent of Money. He argues that the world has turned the recovery corner and has started to positively rebound. However, there are a number of geopolitical risks that could derail this recovery. Our ‘two minute summary’ outlines the key arguments from Fergusson’s presentation.

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Budget 2016 is good news for investors

Budget 2016 will possibly go down in history as being unremarkable. There were no major revelations nor important policy announcements. This is not unsurprising considering the Government is only a year away from an election. Some political commentators have even called the Budget boring, so why is this good for investors?



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.