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
Minimalism is growing in popularity across the world. Documentaries, podcasts, and books have been made and written about minimalism, explaining how it can change your life for the better leaving you debt free and with more time to work on personal relationships.
What is minimalism?
It’s difficult to define minimalism because it means something different for everyone.
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When you’re house hunting, the amount you can afford to spend is all-important. After all, you don’t want to end up house poor, or worse-still, unable to maintain your mortgage repayments should your situation change, or mortgage rates substantially increase.
In general, we’ll hardly ever encourage anyone to spend more on a home – in fact, the opposite is much more likely the case!...
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The last few months have provided the perfect storm which has benefitted borrowers and punished savers.
New Zealand interest rates (or more specifically, the Official Cash Rate) remained unchanged at one percent in November. This left those who’d been holding out for a further drop in mortgage rates disappointed.
Given the next review is not until February, with several...
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To help you learn from the mistakes of others, here’s a quick-fire list of the 25 worst ways people waste money:
New cars.
The average depreciation rate for new cars in New Zealand is 40 percent in year one, then 20 percent for the next three years. Enough said.
Overpriced phones.
When the newest model smartphone offers negligible benefits compared to the...
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