Client Stories

Over the past years the team at Milestone offered guidance and advice on investment and insurance, and helped me understand how to make my KiwiSaver work harder for me. Have been very happy with the service received, and recommended them to family who are now clients of theirs as well. Milestone is professional and knowledgeable, […]

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. […]

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 […]