Client Stories

Over the past years the team at Milestone offered guidance and advice on investment and insurance, and helped me understand how to make my KiwiSaver work harder for me. Have been very happy with the service received, and recommended them to family who are now clients of theirs as well. Milestone is professional and knowledgeable, comes highly recommended.

Richard first offered us financial advice back in 2003. My husband was a highly skilled professional who had spent many years in study, training and research here and overseas. When we spoke to Richard we were already heavily committed financially with the purchase of a business and house renovations to accommodate our growing young family. Richard prepared a financial plan for us and, as a priority, helped us to understand the importance of Life Assurance cover, Business Interruption insurance, Income Protection and Trauma cover should an unforeseen medical event arise. We accepted his advice and he helped us to put in place the appropriate policies to give us comprehensive cover and peace of mind. In 2010 we received the devastating news that my husband had terminal cancer. Despite the uncertain future for our family we did not have the additional stress of financial insecurity. With a substantial payment on diagnosis [...]

We wanted to thank you for giving up your time last night for so long.  It was a long session and we really appreciated your patience and the time you gave us to go through everything. This was a very important meeting for us, as you know.  We have been planning for so long towards our retirement and always hoped it would be next year, so we were quite nervous about our position following the Covid fallout.  We may have appeared to be subdued, but we were quite anxious and also it was quite tiring to try and understand it all.  However, as we drove home, we found that our spirits lifted as it sunk in that we can really retire next year and we actually ended up going out to dinner to celebrate. So, thank you again for your patience and for giving us so much of your time.  [...]