Auckland Investment Adviser

As investment advisers located in Auckland and serving all New Zealand, Milestone Direct offers financial planning and wealth management services to help you focus on what matters in life and to reach your chosen milestones.

Milestone Direct is a licenced provider of Discretionary Investment Management Services (DIMS) and a licenced Financial Advice Provider, FSP 249805. See our disclosure information.

Book your free consultation

What’s your next milestone?

Income for retirement

Ensure you’re prepared for your 25-year holiday. Learn about retirement income planning here.

Retirement

Buy your second or third property

We can assist investors and help your portfolio grow. Learn about property investment loans here.

Property investment loans

Get your insurance sorted

Finding the right insurance is essential. We offer insurance advice to keep your family and assets protected.

Why do you need insurance?

Build wealth & invest in a tailored portfolio

We offer a full range of investment portfolios and tailored solutions to suit your goals, risk and return profile.

Invest with confidence

Buy your first home

Take the stress out of purchasing your first home. We make it simple and ensure you get your ideal mortgage.

First home buyers

Start reaching your investment goals

Read the Latest from Milestone Direct

Keep up with all our recent blog articles and advice on investing, lending, insurance, and more…

Signs you will be financially successful

Your financial success depends on your behaviour and attitude more than any other factor. This includes your income, background, age, experience, or qualifications. Becoming wealthy is not... Read more Read more

Increase your net worth

Net worth is a critical financial measure. Here’s how you can increase yours. What is net worth? Net worth is the difference between the value of what we own and the total amount that... Read more Read more

Your imaginary mentor

Do you have a mentor? A thoughtful, capable, motivated, intelligent human who’s a bit further along and can guide you in the direction you want to go? Having a guide in life can be... Read more Read more

Get back on track financially after a holiday

Get your finances back on track after the holidays

In all the excitement of a brand-new year, people across New Zealand are creating New Year’s Resolutions. The idea of a new year is so freeing! It is a chance to start over, fix past... Read more Read more

Get ahead with Milestone Direct

Whether you are house hunting, thinking about retirement, or simply want to grow your knowledge and investment profile, we can help! Our Auckland-based investment advisors offer financial planning and wealth management services to help you gain more of an understanding of your finances.

Looking after your finances lifts an enormous weight off your shoulders, we aim to help you get a better handle on your finances to help you live with more freedom.

Get in touch!