Planning your retirement lifestyle

Retirement

Get mortgage-free faster

Refinancing your mortgage

Protect your family & lifestyle

Why do you need insurance?

Your wealth: earn it, keep it, grow it

The best investments

Your first home

First home buyers

Guaranteed retirement income

Annuity

Financial 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.

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You deserve an exceptional financial advice partner

About Milestone Direct
When the financial wellbeing and future of both you and your loved ones is at stake, you can’t rely on just anybody. You deserve someone exceptional. A financial adviser from Milestone Direct is the best partner to assist you on your financial journey.
Adviser confused

Why should you get financial advice?

Why get financial advice?
Getting financial advice will provide you with a road map of how you'll get from where you are, to where you want to be in the future. Good quality financial advice from one of our advisers can help turn your goals into reality and is one of the best investments a person or couple ever makes.
Financial planning

The financial advice & planning process

The financial advice and planning process
Assistance from our advisers begins with a free, no-obligation initial consultation. No two people are the same, so our financial advisers will take the time to understand your financial goals and objectives, then build a sophisticated plan to meet your needs.
Financial advisor - wealth management

Investment planning & wealth management

The best investments
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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Mortgage advice: your mortgage broker

Mortgages
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!
Insurance advice

Insurance advice: your insurance broker

Why do you need insurance?
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.

Ready to get started? Book your free initial consultation with a financial adviser.