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
Retirement calculators seem to be popping up everywhere, and people are betting their financial future on them every day. Unfortunately, the calculators are often giving fictitious outputs based on assumptions that have little to no chance of being accurate.
Here are six reasons you can’t trust retirement calculators, and what you can do to ensure you’re getting the best predictions...
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Ever wondered how the rich spend their money? Here at Milestone Direct, our advisers see such a wide range of people that we understand the spending habits of a wide range of New Zealanders – including the rich.
To help you replicate the habits of the rich, here are seven ways the rich spend their money. For those of you wondering what’s so great about being rich after all, scroll down...
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Avoiding investment scams is becoming even more important, as recent Australian data shows investment scams have now overtaken romance and dating scams as the most lucrative method of fraud.
Historically, investment scams have been common both overseas and in New Zealand. In fact, it's nearly the 10-year anniversary of when the world’s largest investment scam was discovered. This...
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Despite financial wellbeing in retirement being essential, you’ll still frequently see some concerning headlines about funding retirement or retirement planning. For those of you who’ll retire soon, or have just retired, read on for eight secrets to ensure your golden years are free from financial worry – and can become the best years of your life.
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