Milestone Financial

Life is a journey. Get good advice.

Milestone Financial

Life is a journey. Get good advice.

Milestone Financial

Life is a journey. Get good advice.

Our Services

How can we help you?

No matter your stage in life, good financial guidance can make a world of difference. Let our expert advisers guide you to achieve your goals.

Invest

Working with you to understand your present situation and future aspirations, then matching these with deeply researched investments that are clearly communicated to you.

Retire

Arguably the single largest milestone in your life, we consider retirement planning one of our most important roles, and treat it that way, ensuring the plan starts now.

KiwiSaver

Helping you choose the right scheme for your circumstances, or tweak your approach to turn your KiwiSaver investment into a vehicle for achieving your financial goals.

Insure

An insurance plan should be centred around your personal situation and your financial goals.  These things change with time, and so should your insurance.  We can guide you to a solution that fits your needs and your budget.

Our People

Find the right adviser for you

As advisers we get to know our clients very well. Our “job” might be to help with the money, or the insurance, but it is never that simple. We help our clients navigate financial hardships as well as windfalls, joyous as well as sad occasions. Life is complicated and often messy. Knowing you have a sound financial plan and someone to talk to about it can provide a tremendous amount of support through good and bad times.

Helping clients to achieve their goals, however big or small, is an absolute privilege and pleasure.
Our Story

Helping you find your pathway

Milestone was originally formed in the Wellington region, with the Canterbury office opening in 2009, followed by an Auckland office in 2010. There was no inclination to follow the cookie-cutter models provided by the larger institutional adviser networks of the time. Instead the team worked hard to provide each client with a unique and individually tailored service.

We're passionate about building long-term relationships with our clients. We want to be the people you turn to for all your financial questions, big or small. Our team of experienced advisers is dedicated to providing clear, straightforward advice in a language you can understand.
Get in touch

Start your journey today

No matter your stage in life, good financial guidance can make a
world of difference. Let our expert advisers guide you to achieve
your goals.
News

Get good advice

Milestone Newsletter - Summer Edition

As we draw 2025 to a close, it’s clear the world continues to adapt to significant change. This year, we’ve seen ongoing economic uncertainty with new rounds of trade tariffs, inflation concerns, and central banks carefully managing interest rates

New Hope for the Fight Against Dementia

The “Accidental Blockbuster”: How a Simple Jab is Bringing New Hope to the Fight Against Dementia In the world of medical research, the most profound breakthroughs sometimes arrive through the back door.  What started as a routine defence against shingles – a painful, blistering rash many older adults dread – [...]
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Inflation is the biggest destroyer of wealth

Following two decades of ‘low-inflation’ in the 2000s and 2010s, inflation spiked up suddenly in 2021 after the Covid lockdowns unleashed a fiscal and monetary flood of cheap money. The ‘return’ of inflation in 2021 awakened a sudden resurgence in interest in the implications of inflation for investors. Over the [...]
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What our clients say

Client stories

We wanted to thank you for giving up your time last night for so long.  It was a long session and we really appreciated your patience and the time you gave us to go through everything. This was a very important meeting for us, as you know.  We have been planning for so long towards our retirement and always hoped it would be next year, so we were quite nervous about our position following the Covid fallout.  We may have appeared to be subdued, but we were quite anxious and also it was quite tiring to try and understand it all.  However, as we drove home, we found that our spirits lifted as it sunk in that we can really retire next year and we actually ended up going out to dinner to celebrate. So, thank you again for your patience and for giving us so much of your time.  […]
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Richard first offered us financial advice back in 2003. My husband was a highly skilled professional who had spent many years in study, training and research here and overseas. When we spoke to Richard we were already heavily committed financially with the purchase of a business and house renovations to accommodate our growing young family. Richard prepared a financial plan for us and, as a priority, helped us to understand the importance of Life Assurance cover, Business Interruption insurance, Income Protection and Trauma cover should an unforeseen medical event arise. We accepted his advice and he helped us to put in place the appropriate policies to give us comprehensive cover and peace of mind. In 2010 we received the devastating news that my husband had terminal cancer. Despite the uncertain future for our family we did not have the additional stress of financial insecurity. With a substantial payment on diagnosis […]
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