Mary Potter

Welcome to Milestone Financial! We're thrilled to introduce Mary, our seasoned investment and KiwiSaver adviser, serving the vibrant communities of Waikato, Bay of Plenty, and Coromandel.

With over 30 years of experience in the financial services industry, Mary brings a wealth of knowledge and a genuine passion for helping New Zealanders achieve financial wellbeing. She spent the last 25 years at ANZ Investments, where she honed her expertise and developed a reputation for excellence.

Mary's journey began in Whangarei, where she was born and raised. Starting as a Chartered Accountant, she serendipitously discovered her true calling as a financial adviser. This pivotal moment sparked her enduring commitment to guiding clients towards a financially comfortable retirement.

One of Mary's proudest achievements is her contribution to "De-jargoning Money," a groundbreaking financial glossary that simplifies complex financial terms for everyday Kiwis. This initiative reflects her dedication to making financial advice accessible and understandable for everyone.

When she's not helping clients secure their financial futures, you'll find Mary enjoying the coastal charm of Whangamata with her husband and their lovable Labrador. Weekends are spent catching up with friends, soaking up the sun at the beach, or tending to her garden.

Mary's blend of professional expertise and personal warmth makes her an invaluable part of our team. Whether you're looking to optimize your investments or navigate the world of KiwiSaver, Mary is here to help you every step of the way.

Come meet Mary and discover how she can help you achieve your financial milestones!