Planning your retirement lifestyle
RetirementGet mortgage-free faster
Refinancing your mortgageProtect your family & lifestyle
Why do you need insurance?Your wealth: earn it, keep it, grow it
The best investmentsYour first home
First home buyersGuaranteed retirement income
AnnuityFinancial 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.
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.
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About Milestone Direct
Find out why
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.
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Why get financial advice?
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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.
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The financial advice and planning process
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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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Financial literacy: Articles and tips on investing, lending, insurance and more
Supermarkets are useful one-stop shops for a variety of goods. However, in case you weren’t already aware, the multi-billion-dollar NZ supermarket industry is dominated by two players, so we don’t have much choice when it comes to our weekly shop. The big two are:
Woolworths New Zealand (owner of Countdown and franchisor of the SuperValue and FreshChoice stores) and Foodstuffs...
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American financial guru and self-made millionaire Suze Ormon’s nine financial steps are a great overview of personal finance, and while most of the steps would apply to most people, all steps don’t suit everyone.
Susan, ‘Suze’ Ormon built a career as a US financial adviser who progressed into a range of areas including hosting her own personal finance TV show and authoring books on...
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Even if you have a faultless record of repaying any debts, if you’ve ever applied for a credit card, home loan, phone contract or hire purchase agreement, you probably know the feeling that comes when you hear the words, “I’ll just have to run a credit check”.
When a lender runs a credit check, they’re requesting information that relates to your history of repaying debt to help...
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Michael Burry, the American investor who foresaw the issues which created the Global Financial Crisis and whose story was told in the Oscar-winning movie The Big Short, says the focus of passive funds on the world’s largest companies puts downward pressure on the stocks of smaller companies. Burry believes this has created a “bubble” that could burst.
Index...
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