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.
Income for retirement
RetirementBuy your second or third property
Property investment loansFree consultation
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Invest with confidenceYour first home
First home buyersInvest in a tailored portfolio
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
There is a near certain way to become wealthy that doesn’t involve the lotto, an inheritance, or a get rich quick scheme: simply invest for long enough. Given a long enough timeline, your chances of becoming wealthy are close to 100%.
Accumulating wealth is the ultimate long game.
If you stick with it for long enough, there are only two outcomes:
You become wealthy (...
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Historically, as the wealth of New Zealand families increased, their desire for several key things has grown. A typical progression may have been to buy:
A family-sized home, A nice vehicle, Perhaps a boat, and A bach or crib.
This combination was sometimes shortened to “the beamer [BMW], the boat, and bach”. In particular it was the purchase of a...
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Professional investors often dive deep into technical analysis, looking for that perfect predictor of market turns. Even then, many get it all wrong, let alone those of us who don’t have a doctorate in economics.
The good news: You can earn strong returns with a completely automated investment strategy.
The bad news: Your emotions fight you tooth and nail along the way,...
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Yes, you can treat yourself without spending too much! Here’s a few ways you can get started, most of which don’t need you to splurge a lot of cash.
Benefits of treating yourself
While saving money and investing is key to a great financial future, it also doesn’t mean you should never spend money on yourself and enjoy the journey along the way. Yes, sacrificing to ensure your...
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