Auckland Investment Adviser

As investment advisers located in Auckland and serving all New Zealand, Milestone Direct offers financial planning and wealth management services to help you focus on what matters in life and to reach your chosen milestones.

Milestone Direct is a licenced provider of Discretionary Investment Management Services (DIMS) and a licenced Financial Advice Provider, FSP 249805. See our disclosure information.

Book your free consultation

What’s your next milestone?

Income for retirement

Ensure you’re prepared for your 25-year holiday. Learn about retirement income planning here.

Buy your second or third property

We can assist investors and help your portfolio grow. Learn about property investment loans here.
Property investment loans

Get your insurance sorted

Finding the right insurance is essential. We offer insurance advice to keep your family and assets protected.
Why do you need insurance?

Build wealth & invest in a tailored portfolio

We offer a full range of investment portfolios and tailored solutions to suit your goals, risk and return profile.
Invest with confidence

Buy your first home

Take the stress out of purchasing your first home. We make it simple and ensure you get your ideal mortgage.
First home buyers

Start reaching your investment goals

Contact us now to book your free consultation from anywhere in New Zealand.
Contact us

Get ahead with Milestone Direct

Whether you are house hunting, thinking about retirement, or simply want to grow your knowledge and investment profile, we can help! Our Auckland-based investment advisors offer financial planning and wealth management services to help you gain more of an understanding of your finances.

Looking after your finances lifts an enormous weight off your shoulders, we aim to help you get a better handle on your finances to help you live with more freedom.

Get in touch!