News

Covid-19 how can we help?

Milestone advisers will continue to be your guide through this trying time. All our team are working from home and are conducting annual reviews as required via phone or online video calling. We are available to answer your questions and provide guidance, our advisers have created some videos containing answers to some of the most common questions.
If you have a question please get in touch with your local office or follow the Milestone Financial Facebook page for updates.
 

 

 

Covid-19 and the financial markets

With the markets in a very volatile state we thought it prudent to let you all know our stance of how to navigate the markets with an investment focus.

Please read through the attached document, contact us here if you have any further questions.

 

 

Introducing the MyFiduciary 
Economic Commentary

MyFiduciary, a boutique New Zealand investment research house has been selected as Milestone Financial's primary research provider.

 

• Is a reverse mortgage right for you?
• 8 tips for saving money on your grocery bills
• 8 steps to have the best financial year of your life
• The major problem that could delay your retirement
• 7 travel mistakes that could blow your holiday budget

    2019 News

• What is responsible investing
• Five ways to deal with financial uncertainty
• Make your money work for you
• Mortgage traps to avoid
• Are trusts worth it?
• Budgeting for the inevitable
• Spending money to be with others is what gives us satisfaction
• Cash is Trash
• Your insurance policy needs to be dynamic-not set and forget
• Five tips for home saving
• Debunked money myths
• It is important to check your investment tax rate
• The property glow is dimming
• Entry into retirement requires planning
• Winning with Bonus Bonds
• Record low interest rates - and what it means for you
• Pitfalls of early retirement, and how to avoid them
• Milestone restructure provides greater benefits for clients
• Two character traits for creating greater wealth
• KiwiSaver changes are good news for investors
• Why you need an emergency fund
• Participation is the key to getting value for money
• How to say no to a purchase, even when you can afford it
• Is the traditional property investor a dying breed?
• Why does the Reserve Bank want to increase bank capital?
• Too many New Zealand income earners are putting their families at risk
• Three tips to benefit from a market correction

  2018 News

• How to avoid financial stress at Christmas
• How to potentially save $100,000 in interest
• Key Financial Data 2019 all in one document
• It's a slowing world
• Finding your financial balance
• Four important checks to make before cancelling your life insurance
• My kids will be "off the payroll"
• Guess what I want to be as I age
• Three questions that can predict future quality of life
• Slowing growth and rising inflation
• Nothing stays the same: Ensure your finances are ‘fit for purpose.
• Key Financial Data 2018 all in one Document
• Five smart ways to use your credit card
• Why do I have to keep proving who I am?
• How the OCR impacts upon YOU
• The 3 Ms of retirement
• Will technological disruption impact your investment style?
• Diversification will win the day
• How to protect yourself from a cybersecurity threat
• Take care if changing insurance policies
• Your credit rating matters
• 7 secrets self-made millionaires teach their kids
• Focus on the hill not the yo-yo
• All eyes on the US in 2018
• Where to for Bitcoin in 2018?

  2017 News

• The year ahead: Optimistic for now but risks are rising
• How to avoid financial stress at Christmas
• Knowing the warning signs can stop you being scammed - Bob's story
• What do baby boomers fear the most?
• How much further can investment portfolios rise?
• The problem of mental incapacity when you are a trustee of a family trust
• The election and your money
• Give your finances a spring makeover
• Family trust law reform
• Dispelling KiwiSaver scheme misconceptions
• Why do cities become unaffordable?
• One-third of millennials are living with parents
• How our brains lose money
• Good insurance advisers secure big payouts for clients
• Why is the Reserve Bank worried about high household debt levels?
• Why am I not wealthy?
• Reserve bank has a positive outlook
• Where to live when you get older
• Is the Kiwi dream changing?
• 5 steps for retiring early
• Financial woes among younger investors mean delayed milestones
• Can you afford living to 90 or even 100
• Have you insured your largest asset
• Top 5 investment tips from Warren Buffet
• How to avoid being suckered by scams and Ponzi schemes
• Monetary policy statement signals 'steady as she goes'
• New Zealanders ranked fifth richest people in the world

  2016 News

• The cycle lives on: What we might expect in 2017
• Plenty of Christmas Cheer
• Taking property profits makes sense
• Improved personal money management impacts the economy
• Will your retirement meet your expectations?
• New Zealand Superannuation and age 65
• Double digits disappear and what can investors do about it
• The house buyers bible
• Are you prepared to wait?
• 8 tips for affording a first home
• The money side of entering a relationship
• Crystal ball gazing on a grand scale
• Changes to the KiwiSaver HomeStart Grant
• Why worry about the Auckland housing bubble?
• Key Considerations when buying an apartment
• Understanding the financial cost of a broken relationship
• Chasing performance is not always a smart move
• Budget 2016 is good news for investors
• The global recovery is here - but may yet be derailed
• Key financial data all in one handy document
• Self-awareness is a key ingredient to doing well as an investor
• The mortgage and property conundrum
• Is it time to follow Warren Buffet's advice?
• Focus on the important things in life

  2015 News

• The Investment Outlook for 2016
• Key Considerations when investing in 2016
• Are house prices at a cross roads?
• Financial Lessons from the Rugby World Cup Win
• Market perspective: now what?
• New Zealand Defence Force shows a massive vote of confidence in Milestone
• Risk management and insurance
• 8 Reasons why travel insurance is a must have
• Lessons learnt (and forgotten) from harder times
• Life after work - ready or not
• Diversification saves the day
• The advantages and disadvantages of refinancing your mortgage
• Retirement pitfalls: Why people run out of money
• Active vs passive: the great investment debate
• OneAnswer International Share Fund gets coveted gold rating plus 5 stars
• Pro-active investment advice pays off for KiwiSaver investors
• Investment lessons from the Nepalese earthquake disaster
• Do your adult children have a back-up plan (other than you)?
• Understanding bank capital notes or similar products such as perpetual subordinated notes or hybrid securities
• 7 Steps to KiwiSaver success
• Buffet's five fundamentals of investing win the day
• Deflation: why we should be worried
• The classic insurance trap
• The changing face of our money
• Make your money mean something
• How much do you waste with overlooked charges?

  2014 News

• Santa's economic present
• 7 actions to achieve your financial new years resolution
• Discover the three most important investments you can ever make
• Your investments are winning awards
• When the Reserve Bank speaks - we should all listen
• It pays to study China
• We don't know how lucky we are
• Election is positive for your money
• Putting your debt on a diet
• Retirement: The good, bad and ugly
• Excitement and expenses are your enemies
• Is our dollar at the cross-roads?
• Changing investments
• Coping with that phase in life no-one plans for or wants
• Money and stress
• You can't eat the house
• Has your tax status changed?
• Licensing of discretionary investment management: A positive outcome from a sorry saga
• Money never sleeps
• Inflation fears hit retirement confidence
• Mortgage interest rates on the up and up
• 6 reasons to reassess your life insurance needs
• How small events can trigger massive change
• Where do you fit?

  2013 News

• Market outlook 2014: Goldilocks is back!
• Money really can buy happiness
• What research says about the contents of Santa's sack
• Chasing income can be chasing added risk
• Getting a slice of the China pie
• Nothing stays the same: Ensure your finances are ‘fit for purpose.’
• It’s time to look at your KiwiSaver account
• KiwiSaver in retirement: busting the misconception
• Let’s get real about life insurance levels of cover
• The ‘spans’ – lifespan, health span, wealth span
• Why it’s best to ignore the gremlins in your head
• AML/CFT: We all have to grin and bear it
• Budget positive for your investments
• Attitudes towards retirement are changing
• Equities are where the money is
• Healthcare: We all need to do our bit
• Rear vision investing
• Keeping track of your investments
• When should I formally review my KiwiSaver investment?
• You need to be in to win: KiwiSaver performance improving
• Shares vs rental property: which is best?
• Rat bags and your money

  2012 News

• 2012 in perspective: It’s actually been pretty good!
• New trends in retirement employment
• Portfolios are never static
• 7 reasons family trusts fail to provide the required protection
• Guidance from a Wall Street legend
• The terrible truth about our insurance buying habits
• Investment alert: Beware the KiwiSaver switcher
• Sensationalism vs reality - don’t let it blind you to opportunities
• Financial literacy starts at home
• The Olympics provide good financial lessons
• Eruptions provide a timely reminder
• KiwiSaver’s simplicity wins the day
• KiwiSaver survey results show good outcome for Milestone clients
• How Milestone makes investment recommendations
• Choosing a retirement village
• Immigrants groomed for success
• Getting the best exchange rate
• Tax returns are worth completing
• Gift duty abolished 1 October: but take care!
• Dust off that old policy or investment
• Adult children at home