Over 30 years ago, Richard joined the financial services industry, and since then he’s gone on to achieve success in everything from sales and sales management to regional management and company directorships. He has mentored many successful advisers and managers and continues to do so as part of his commitment to the financial planning and advisory industry.
Richard began the business that would evolve into Milestone Canterbury back in 1997 – providing the groundwork for many years of guiding clients to achieve their financial dreams.
Over the years, Richard has achieved the highest designation in the financial planning and insurance advisory colleges of the Institute of Financial Advisers, and continues to invest in his own development for the benefit of his clients. Just as he did then, Richard enjoys getting to know his clients on a personal level and many of his long-term clients are now friends.
A keen golfer (but reluctant gym attendee), Richard is married to Eileen and they have two sons and a daughter. Richard loves spending as much time as he can with his family, especially his grandchildren.
A Christchurch local, Richard joined the Milestone Canterbury team in September 2006, initially as a para-planner then as a financial adviser.
His background in education, finance, and banking give a strong basis for the interactive style of financial planning he engages in with clients.
Richard views financial planning as a journey to be embarked on. The skills gained from his time as a classroom teacher and working in banking – both in New Zealand and the UK – he now applies in the advice process. Richard is passionate about engaging in financial education and literacy.
Outside of work, Richard’s usually busy with wife Heather and their three children, or playing hockey, mountain biking, running, reading, or listening to music.
With over 30 years’ experience in financial services, Paul “Robbie” Robertson has officially been there, done that.
Paul has worked as a civil servant, and in credit and accounting before he joined Richard Holden at Caledonian Financial Services in 1993 as a financial adviser. He continued on with Richard into Milestone, and now specialises in personal risk insurance. Focusing on building strong relationships with his clients, he takes the time to get to know their situation and is meticulous with all the details.
An avid sports fan, Paul is a strong supporter of rugby and cricket, and both played and coached until well beyond the age limits of most. These days, you’ll find him spending time with wife Alison and their three sons, Iain, Ben, and Cameron.
Paul is a Registered Financial Adviser (RFA).
A focus on assisting people in building their long-term wealth introduced George to the financial services industry in 1988, as a superannuation consultant for the MFL Mutual Fund.
Born and bred in Canterbury, George has spent all but five years of his life supporting Canterbury locals and businesses (he spent those five years in Brisbane enjoying the Aussie experience). He became part of the Milestone Group in 2012 and runs his own business under the Milestone brand, specialising in consulting on all aspects of KiwiSaver.
Committed to building long-term relationships with his clients, George guides people through all areas of their financial needs and, most importantly, helps them achieve their goals. He is a firm believer in the building of a client's wealth and future security, thus encouraging and ensuring a fruitful retirement.
When not at the office, you’ll likely find George out running – he’s even achieved three Canterbury titles as a senior. The rest of the time, he’s usually enjoying the company of his partner Jill, and stepchildren Steph and Jamie.