ACHIEVING YOUR FINANCIAL MILESTONES

As one of the larger financial advisory firms in New Zealand, we are focused on delivering a highly personalised service for people with growing or large investment portfolios. We do this by providing comprehensive advice, a very large selection of investment and insurance options, and the very best resources available to financial service companies.

Clients have access to the following:

• Top-performing managed funds and unit trusts from reputable managers
• A wide range of good quality wholesale managed funds in addition to retail funds
• Expertly assessed Portfolio Invesment Entities (PIE's)
• Independently researched and rated finance company debentures & capital notes – investment grade only
• Cash management funds
• International currency accounts
• Listed direct equities and fixed interest securities, globally sourced
• Share listings of listed public companies
• Tax paid investment bonds, annuities and Bonus Bonds
• Geared investments
• Commodities
• Forestry investments
• Bank accounts and term deposits
• KiwiSaver

Insurances:

• A wide range of insurances including life, accidental death cover, disability income protection, trauma cover, total permanent disablement, mortgage protection, key person protection, medical and business insurance

Asset management:

• OneAnswer. An online platform that allows all of your assets to be managed in one place
• Master Trust: Private Portfolio Service. One of NZ’s largest, with a diverse range of wholesale investments
• Tailored investment portfolios

Reporting and monitoring:

• Independent global research houses such as Morningstar, Standard & Poors, Moody’s Investor Services, Fitch Ratings and Mercers

Regular economic updates:

• The ability to commission unique financial reports
• Regular consultation and comprehensive reviews • Quarterly newsletter keeping you up to date
• Full disclosure from Milestone Financial Services

 

Dedicated adviser attention including:

• Accessible adviser for meetings and your questions
• Comprehensive insurance advice
• Estate Planning, Asset Protection and Family Trust structuring and management advice
• Cash management investment and savings planning
• Working together with your lawyer and accountant
• Tax reporting and compliance with investment tax legislation