Owing to the exceptional nature of Milestone Direct, we need exceptional people. One of the things that make Milestone Direct exceptional is that we're trusted as official financial advice providers to members of countrywide groups including the New Zealand Defence Force and the clergy of one of New Zealand's largest churches. This means our advisers have a nationwide travel schedule for tasks such as delivering financial advice seminars and assisting people across the country just like you.
Even though we span the country, this mobile business model relies on only one fixed office in Auckland, so keeps location-associated costs to a minimum and means that, if needed, it’s likely we can meet you in person no matter where you are across the country. We can also assist you by phone call, video-call, email, or in person at our office.
Our exceptional team of product specialists, advice managers, and client services staff are standing by to partner with you and assist you reach the milestones in your life. The team includes:
Joseph's strong personal ethos and standards have been ingrained during a 15 year career in the NZ Army, where he attained the rank of Major. Joseph has extensive experience in high stakes international environments. As a result, he has an intimate understanding of how to manage and mitigate risks to client's assets, livelihood, business, and family.
Joseph attended Auckland Grammar School, and after leaving Auckland at age 17 has recently moved back. Before returning he also spent several years living overseas, mostly in Afghanistan and other parts of the Middle East. While living in different parts of NZ and the world, Joseph has assisted a wide range of people from diverse backgrounds.
Joseph's interests include travel, health & fitness, rugby, and muscle cars.
“We generate fears while we sit, we overcome them with action.” ― Dr Henry Link
Joseph is an Authorised Financial Adviser (AFA). A copy of his disclosure statement is available upon request and free of charge.
Nik is an experienced and personable Authorised Financial Adviser (AFA) who has had a diverse career in the financial and banking industry.
Nik believes that providing tailored and personalised advice is all about understanding that each client's needs and life situation are unique. He is passionate about helping people with their financial journey and providing tailored solutions to enable his clients to achieve their financial goals. Whether purchasing a home, financing children's education, or planning for retirement; Nik works closely with his clients to ensure that they can make confident decisions. His relationships are based on the core values of transparency, comradeship and integrity.
While not at work, Nik loves to play football and spend time with his partner, family and friends. His other interests also include travelling, health and fitness.
“Planning is bringing the future into the present so that you can do something about it now.” ― Alan Lakein
Nik is an Authorised Financial Adviser (AFA). A copy of his disclosure statement is available upon request and free of charge.
Vinessa is passionate about assisting clients to achieve their financial goals. This passion, combined with specialist financial qualifications and years of work and life experience, makes her eminently qualified for advising families and individuals on the most appropriate way to protect assets and build wealth.
Understanding risk and how to protect a business, family or individual from those risks, is second nature to Vinessa. As a specialist quality and risk management practitioner at Ernst and Young, she learnt how to identify risks, how to categorise those risks and how to develop and monitor solutions to reduce those risks. She has taken those skills into the financial advice industry where she can use her specialist technical skills, combined with her life skills and natural passion for people, to craft solutions that will be applicable both today and into the future. She knows that nothing stays static so is committed to ensuring that her clients receive regular financial reviews.
Vinessa is married to Graham, a cardiovascular scientist, and together they have two boys and a daughter. She enjoys spending time with her family, reading a good book, as well as sharing good food and good wine with friends.
“Family is not an important thing. It's everything.” ― Michael J. Fox
Vinessa is an Authorised Financial Adviser (AFA). A copy of her disclosure statement is available upon request and free of charge.
Josh is passionate about putting clients interests first and assisting you towards your goals, whatever they may be. Josh’s focus is to understand your needs and how he can create a plan to improve your financial position and grow and protect your wealth.
After graduating University (Bachelor Business, majoring in Finance & Economics), Josh has worked his way into a financial advisory role, and now helps everyday Kiwi’s with a range of different investing and risk management solutions.
Josh enjoys sport, having played rugby and represented New Zealand in Aussie Rules. He also enjoys traveling and spending time with friends & family.
“Most people don’t plan to fail, they fail to plan.” ― John L. Beckley
Josh is an Authorised Financial Adviser (AFA). A copy of his disclosure statement is available upon request and free of charge.
Peter is a financial adviser and director of Milestone Direct Limited. He has 28 years’ experience in the financial services industry, the last 17 of which have been providing comprehensive financial advice to ‘mum and dad’ clients. Peter is passionate about helping people make sound financial decisions throughout their careers and lives.
“Absorb what is useful. Discard what is not. Add what is uniquely your own.” ― Bruce Lee
Peter is an Authorised Financial Adviser (AFA). A copy of his disclosure statement is available upon request and free of charge.
Client services, administrators and additional team members
The Milestone Direct adviser team are supported by a motivated group of administrative and client services staff, interns, part-time, contract, and casual staff.