Welcome to Milestone Financial Services Limited. Our clients come from all over New Zealand, and even the world. That’s because we’re good at what we do, and we’re happy to set our minds to any problem you give us. There are few decisions we make in our lives that don’t somehow end up becoming money issues; be it a decision to get married, have children, buy a home or think about retiring. All of these milestones require advice that fuses professional knowledge with good old-fashioned people-sense.
The management and development of wealth is a multi-faceted discipline, requiring a widespread knowledge and razor-sharp judgment. When you are planning your financial journey, your financial adviser can point you to many hundreds of destinations and, if not conversant with them, find an expert who can tell you more about them. Your adviser should encourage your enthusiasm to try new things, but warn you when the going looks tough or risky. Investing is an ongoing journey, and we’re here to help you achieve the milestones that are important to you.
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Investing is a thorough, methodical business. Genius is a welcome attribute, but dotting the ‘i’s and crossing the ‘t’s is an even more essential factor in the investment relationship. At Milestone, we make sure that no stone is unturned when it comes to investing your capital. Our people are chosen for their professional qualifications, the breadth of experience they have in the business world and their willingness to listen, think and empathise.
Whether it's being readily available to talk about your investments when you need to, or just taking the time to explain a financial concept more clearly, at Milestone we pride ourselves on being easy to get hold of - and being useful when you do speak to us.