At Milestone, we offer a range of financial services designed to help you achieve your goals and build a secure future. Whether you're planning for retirement, investing for the long term, or protecting your loved ones with insurance, our experienced advisers are here to guide you every step of the way. We leverage our expertise and industry-leading tools to provide you with clear, insightful projections for your financial future.
Investment advice
“Investing is simple, but not easy. The key is to have patience and discipline.” - Warren Buffett
Our investment advisers take the time to understand your financial situation, risk tolerance, and investment goals. Using a researched approach, we develop a personalised investment strategy tailored to your needs.
Deeply Researched Investments: We use a group of internal and external experts to rigorously research and identify high-quality investment opportunities.
Clear Communication: We explain our investment recommendations and projections in plain language, so you can make informed decisions.
Ongoing Support: We provide ongoing support and advice to help you stay on track to achieve your financial goals.
Retirement is a major milestone, and planning ahead is important to ensure a comfortable and secure future. Our retirement planning specialists can help you:
Estimate Your Retirement Needs: We'll help you determine how much money you'll need to retire comfortably.
Develop a Retirement Savings Strategy: We'll create a plan to help you save enough money to meet your retirement goals.
Manage Your Retirement Income: We'll help you manage your retirement income to ensure it lasts throughout your retirement years.
Protecting what matters most is essential. We keep up to date with ever-changing insurance policies and aren’t tied to any one provider so we can find a solution to meet your needs and your budget. Our insurance advisers can help you:
Navigate Insurance Options: We'll explain the different types of insurance coverage and help you choose the right policies for your needs.
Find the Best Value: We'll compare policies from multiple insurance companies to find the right cover for you at a price you can afford.
Review Your Coverage Regularly: We'll review your insurance coverage periodically to ensure it remains appropriate for your changing needs.
· Guide You Through Claims: Should you need it, you'll have us to guide you through claim time.
KiwiSaver is a valuable tool for building your retirement savings, but choosing the right scheme and managing your investments is essential. Our KiwiSaver advisers can help you:
Choose the Right Scheme: We'll help you select a KiwiSaver scheme that aligns with your risk tolerance and investment goals.
Optimise Your Investment Approach: We'll help you adjust your investment strategy to maximise your returns.
Turn KiwiSaver into a Vehicle for Achieving Your Financial Goals: We'll help you integrate your KiwiSaver into your overall financial plan.
At Milestone, we're committed to providing you with the best possible experience. That's why we've invested in purpose-built tools designed to simplify your financial journey and empower you to make informed decisions.
Navigator is a projection calculator that allows us to illustrate your financial future clearly. Navigator helps us:
Model Different Scenarios: We can use Navigator to model the impact of different savings, investment, and spending scenarios on your long-term financial goals.
Visualize Your Progress: Navigator provides clear, easy-to-understand charts and graphs that show your progress toward your goals.
Make Informed Decisions: Navigator provides the insights you need to make informed decisions about your financial future.
We aim to employ tools that provide projections, easy access to your adviser and educational resources to help you better understand your financial potential.
Services
Our commitment to you
Good financial guidance can make a world of difference no matter your stage in life. We’re committed to providing clear, straightforward advice and building long-term relationships with our clients.
We place you at the heart of our advice process to ensure the best outcomes for your unique situation.
