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

Will your retirement meet your expectations?

After years of hard slog, you’ve finally retired. You’ve done all the right things – planned ahead, paid off all your debt, saved a nice little nest egg, and preserved your body and mind. You can’t wait to start enjoying the money you’ve saved.
Money and health, it’s all you need, right? Or is there a bit more to it? How do you make sure your retirement is not only happy, but even better than your working life?

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Improved personal money management impacts the economy

Historically, if interest rates fell and house prices rose, then inflation would be rampant. The New Zealand economy has been steadily growing since the Global Financial Crisis (GFC), interest rates are at historical lows, house prices are through the roof, and yet inflation is almost dormant.
A recent Reserve Bank speech indicates that New Zealanders are partly the cause and our new found personal financial responsibility is contributing to keeping inflation at bay and avoiding the historical boom/bust cycles which were common in the past.

 

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.