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
The government’s first home loan scheme is designed to help first home buyers, but across most of the country it’s becoming irrelevant.
Milestone Direct’s mortgage advisers (“mortgage brokers”) have previously helped many young Kiwis gain homeownership with the First Home Loan (FHL) scheme back when the scheme was more accessible. First Home Loans are unwieldy and bureaucratic, with...
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Winter is coming. It can be cold, gloomy, and costly. But there are some things you can do to save yourself from some costly spending. Here’s a few tips to help save your sanity by saving you some money.
The strategies below will help you save energy, money, and stay comfortable during the cooler months. Some of the tips below are free and can be used daily to increase your savings;...
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Ideal timing for a life milestone in one era will inevitably change in the next. In years gone by, wars, economic turmoil, and other events lead many individuals and families to delay or bring forward many of life’s plans. In the same vein, many of today’s younger adults are reaching milestones later than their parents’ generations – from leaving home to becoming parents themselves. Instead of...
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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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