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
From April 1st, 2020, you’ll be hit with a whopping 45% "non-declaration rate" on interest and dividends if you fail to give the interest payer your IRD number.
The Inland Revenue Department (IRD, who collect taxes for the NZ government) has issued new guidance on resident withholding tax (RWT) for interest and dividends from bank accounts and investments. RWT is the type of...
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A reserve mortgage is a loan that can enable a ‘asset rich, cash poor’ older homeowner to access the value held in their property by taking out a loan secured against their home. There are usually no regular repayments on the loan. This means the homeowner will receive capital – i.e. money – and in exchange they delay payment of the loan until they die, sell the home, or move out of the home (...
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If you think you’re spending more at the supermarket lately, you’re probably right. That’s because NZ food price inflation has ratcheted up in price over the year to January 2020 – increasing at nearly double the rate of inflation. (Inflation is the general increase in prices and fall in the purchasing value of money over the years).
Feeding yourself - and possibly others - can...
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Earning income is crucial to financial wellbeing, but it’s tough to earn if you’re replaced by a worker who never sleeps, gets tired, or asks for a pay rise – these workers are called robots!
At first, robots will make existing jobs more productive. But ultimately, jobs will be lost as robots assume more and more of the work. One famous Oxford study went as far as suggesting that...
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