Who is Milestone?

iStock 000014295008Medium-468-703Here 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 locations across around New Zealand, and all come with strong backgrounds in business and finance.


Contact your local office for an appointment today