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.
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.