Wealth management & financial planning for all of life's phases
We enable you to focus on what matters most and reach your chosen milestones. Contact us to book your free initial consultation.
Milestone Direct is a licenced provider of Discretionary Investment Management Services (DIMS) and a licenced Financial Advice Provider, FSP 249805. Disclosure information is available here.
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Invest with confidenceFinancial advice to meet all your investment, mortgage & insurance needs
Get great financial advice so you can be financially secure and have the freedom to make the choices you want
We will assist you with the best advice to manage all your financial affairs – plan for your retirement, become mortgage-free faster, invest and manage your hard-earned funds, protect your family, or find the best way to leave a legacy for your loved ones.
We can help you make the best possible choices, unravel financial complexities, establish a comprehensive plan, and recommend solutions to help you make the most of your current circumstances and achieve a better financial future.
To cut through the complexity and construct a mix of investments to suit you, it's essential you seek advice. Whether it’s KiwiSaver, investing to grow your wealth, maintaining it in retirement, passing that wealth on, or any other aspect of wealth management, we can help you reach your milestones.
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The best investments
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Whether you’re a first home buyer, working your way up the property ladder, or are an experienced property investor looking to refinance or add to your portfolio, nobody wants to be paying a mortgage longer than necessary. Our financial advisers can help, and in most cases it’s totally free!
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Mortgages
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It’s natural to want the peace of mind that comes with a solid backup plan, just in case life throws the unexpected at you. That’s why the right insurance is essential. An insurance adviser will ensure your family and assets have the protection they need, stop you getting ripped off, and support you when you need to make a claim.
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Why do you need insurance?
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Articles and tips on investing, lending, insurance and more
Every day we are constantly reminded that the harder we work at something, the greater the reward. It’s a mantra which is reinforced in childhood, in the office, at the gym…and in most cases, it pays dividends. However, when it comes to investing, this is the exact behaviour you should avoid.
Successful investing involves time in the market (riding the ups and downs), minimising...
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In an interesting move, New Zealand’s financial markets regulator has just released a warning about catfishing on dating application (“app”) Tinder, reporting that at least one young Kiwi professional has been scammed out of more than $100,000. This was no rookie scam, the cat-fishers went to significant effort over a five-month period.
What is catfishing?
Catfishing is a...
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Tiny houses have seen a huge rise in popularity overseas over the last few years, not just because of their minimal footprint but because of their cost efficiency in a situation where house prices continue to rise and available land continues to decrease, particularly in and around major global urban centres.
What is a tiny house?
A tiny house is a small cabin-like home built...
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The longer we take to pay off bad debt, the more it costs us and that means the more it holds us back from doing the things we really want in life. So, if there’s room in our budget and we have got even a little bad debt, it’s a smart move to put more towards getting rid of it before looking at anything else such as building up savings or investing.
Differences in interest rates
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