Insurance

about Us

Our story

Life's a journey, and we believe everyone deserves good advice along the way. Milestone was founded right here in New Zealand, starting in Wellington, then expanding to Canterbury in 2009, and Auckland in 2010. Now, we're also in Otago, the Hawkes Bay and the Waikato, making it even easier to connect with us!
From the beginning, we didn't want to be just another financial services company. We believe everyone is unique, so we work hard to provide advice and plans tailored to your specific needs. We take the time to understand your goals and dreams. Whether you're just starting out in life, planning for retirement, buying your first home, or just want to make the most of your KiwiSaver, we're here to help you navigate the path forward.

We're passionate about building long-term relationships with our clients. We want to be the people you turn to for all your financial questions, big or small. Our team of experienced advisers is dedicated to providing clear, straightforward advice in a language you can understand.
Our Team

Our Advisers


Adviser Photo
Name
Fiona McGlashan
Financial Adviser
I would like help with...
Investment, Retirement, KiwiSaver
South Canterbury

Adviser Photo
Name
George Hill
Financial Adviser
I would like help with...
KiwiSaver
Southern

Adviser Photo
Name
Gerard Grant
Director / Financial Adviser
I would like help with...
Investment, KiwiSaver, Insurance
Southern

Adviser Photo
Name
Mark Green
Financial Adviser
I would like help with...
Investment, Retirement, KiwiSaver
Auckland

Adviser Photo
Name
Mary Potter
Financial Adviser
I would like help with...
Investment, Retirement, KiwiSaver
Auckland

Adviser Photo
Name
Melissa Allen
Director / Financial Adviser
I would like help with...
Investment, Retirement, KiwiSaver
Southern

Adviser Photo
Name
Peter Coltman
Director / Financial Adviser
I would like help with...
Investment, Retirement, KiwiSaver
Auckland

Adviser Photo
Name
Richard Habergham
Financial Adviser
I would like help with...
Investment, Retirement, KiwiSaver, Insurance
Southern

Adviser Photo
Name
Richard Maloy
Director / Financial Adviser
I would like help with...
Investment, Retirement, KiwiSaver
Hawke's Bay

Adviser Photo
Name
Richard Paynter
Director / Financial Adviser
I would like help with...
Investment, Retirement, KiwiSaver
Southern

Adviser Photo
Name
Stephanie Maloy
Director / Financial Adviser
I would like help with...
Investment, Retirement, KiwiSaver
Hawke's Bay

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