To whom it may concern:
We first met Richard in January 2004 after being referred to him by an insurance broker. We were expecting our first child and were trying to think of ways and means to purchase a business we had been working for. The then owner wanted to sell in three years time. We had very little in the way of financial resources and found the whole prospect very daunting. We had been managing the business for a couple of years and could see the potential.
This was our dream and we were buoyed when Richard said he believed we could achieve it if we were focused and disciplined. We asked him to prepare a comprehensive financial plan. Over the course of the next 6 months we implemented the recommendations and tried to be patient.
It was the ongoing review and advisory process we found most valuable. Towards the end of last year the goal posts shifted with the deadline for purchase being brought forward. Richard co-opted the help of other specialist advisors and we came up with the right finance and ownership structure to make an offer. Implementing the recommendations in the financial plan was the major factor in being able to put it all together.
We found the process of working with a skilled financial planner to be an enlightening one. We felt more in control of future outcomes and found this very motivating. We highly recommend Richard and his team at Milestone.
Matt and Jo
Thank you so much for your service and support during and after our immigration from Switzerland. Your support surpassed what we had expected from a financial adviser. The financial plan and investment recommendations were well structured and the implementation process was also made very easy for us.
We can recommend your service highly and look forward to a work with you in the future.
Ernst & Daniela
Milestone Financial Services (Wellington) has been handling my finances for several years. I have always found them very good and advised me on the best way to handle matters relating to future investments for retirement.
to whom it may concern
Peter Tetzlaff from Milestone Financial was recommended to me by my immigration consultant in 2010. Back then we applied for Permanent Residency under the Investor II category. Dealing mainly with major banks in Europe, I contacted at first several banks but was not convinced by their level of expertise and service.
After the initial discussions with Peter I had an independent check of Milestone's investments systems and processes completed as I was not familiar with the systems used in New Zealand. After Peter completed a financial plan for me, I decided to work with Milestone on a long-term basis and had no regrets . Peter looks after our portfolios in New Zealand and Australia and I use his expertise on a regular basis for our global asset allocation. After 2 years I can only recommend Peter and his team to everybody.
I have been a client for Asteron Life Insurance, formerly Alliance, for 28 years since 1985. I found Mr Stephen Fitzjohn of Milestone Financial Services (Wellington) a great and excellent service provider in Lower Hutt since we moved from Auckland to Wellington. He and his staff of Milestone (Wellington) are very reliable and their expertise of financial services is very excellent and satisfactory compared to any.
I’m very delighted and proud to recommend Milestone Financial Services (Wellington) to anyone who needs financial service in a happy and well attentive manner, very willing to help and very knowledgeable when it comes to professionalism.
I regard them as the perfect approachable financial services company here in Lower Hutt.
A good friend recommended your services in 2008. I really value your advice regarding investments, insurance, family trusts, etc. and I always felt well looked after. The investment portfolio has been particularly successful! Thank you for your service, I look forward to working with you for years to come!
I have been a client of Milestone Financial Services for almost two years. I live rurally, so deal with them a lot by phone or email which works very well. They are always pleasant and easy to deal with, also efficient, which makes me feel that my financial dealings are being well taken care of.
It has been a very long journey for me over the last 6 years getting my funds over here and seems to have been much more difficult than originally promised to me and not all plain sailing. However since you became involved all the procedures have become very transparent and actually happened! So a big thank you to you (and Lea) and I look forward to working with you in the years ahead.
We recently approached Milestone to help with our mortgage financing. We wanted to stay with our existing bank, but were struggling to get what we wanted from them. With the help of Peter and Vinessa from Milestone Direct we were able to restructure our debt, at better terms and without incurring break fees. We are now in a position to get our renovations moving.
Hannah & Harley