Here at Milestone, it’s personal.
We strongly believe that to help you achieve your financial goals, we need to not only understand your financial lives, but also you as a person. Our name ‘Milestone’ comes from the understanding that life’s big milestones - weddings, birthdays, first homes, kids, retirements - are all inextricably linked to financial matters.
From day one, we’ll walk alongside you as a guide and as a friend, building a holistic solution that mirrors your hopes and dreams.
Having been in the industry for many years, we’ve developed an excellent reputation for customer-centric financial planning. Our teams are based in five locations across around New Zealand, and all come with strong backgrounds in business and finance.