About Milestone

Our Mission Statement

We put our clients first in everything we do. Our aim is to ensure our clients don’t run out of money or die with too much. We aim to be as environmentally friendly as possible in all our communication. We want our team to enjoy coming to work each day and to provide them with the opportunity to develop their skills. Above all, we want to use the profit to help good causes and charities.

Our Commitment

Financial planning is about your life, not just your money. Therefore, our commitment is simple. We want to understand you, your goals, current situation and future desired lifestyle better than anyone else to give you the best financial planning outcome. We will do as much as possible, so you can spend your time doing something more meaningful. We are fully committed to giving you clarity over your financial future, so you can achieve and enjoy your desired lifestyle and future retirement.

We understand that financial planning can seem daunting. Therefore, we offer the human touch at every stage; we are always professional, polite, respectful and considerate.

Comprehensive Planning

We don’t just review your investments; we assess every aspect of your current and projected financial position in detail. We believe this is the only way to deliver successful financial planning outcomes for our clients.

Safe Financial Strategies

In a world where scams are becoming more common, it is important to have a robust financial planning and investments strategy so you know where your money is invested and that it is safe. At Milestone, we only use providers, financial planning and investment strategies that are proven and have stood the test of time.

Avoid Expensive Mistakes

Investing your money wisely can be very beneficial over the long term. However, choosing the wrong investment product and investment strategy at the start and on an ongoing basis can turn out to be a very expensive mistake – this is where our expertise comes in to help you avoid costly mistakes.