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. They have to be able to clearly articulate the nature of the investments they are recommending, and explain the reasons for their choice. They have to be accessible to answer your questions and deal with issues quickly, effectively and to your satisfaction.
The process of getting to know you, understanding your expectations and finding out how you want the relationship to work is best-practice driven and one our advisers work to refine and better continually. Your adviser is chosen by you, and we aspire for the relationship to be not only professional, but also personal.
Financial planning is a comprehensive and meticulous discipline. We take into account not just your aspirations to grow wealth, but your present needs, your legal needs, and how this fits in with your business, your family and your desires for estate planning.
At Milestone we believe keeping you in tune with national and international investment affairs is important. We keep you regularly in touch with newsletters, emails and via our website. In addition, no investment is recommended without in-depth reports and analysis from these internationally reputed research houses: