Terms & conditions, disclaimer and privacy

This website, milestonedirect.co.nz, is a general information service provided by Milestone Direct Limited. Because the information in this site is general in nature, it may not be relevant to individual circumstances. Before making any investment, insurance or financial planning decisions, you should consult a professional adviser. We can help you decide whether your decision is appropriate for you.

You should not do, or refrain from doing, anything based on the information provided in this site without first obtaining professional advice from a financial adviser.

Milestone Direct Limited believes the information in this site is correct, and it has reasonable grounds for any opinion or recommendation found within, on the date this site was last updated.

However, Milestone Direct Limited, their related companies and their directors, employees and agents are not liable for any loss or damage incurred by any person as a result of any error in any information, opinion or recommendation in this site (whether due to the negligence of Milestone Direct Limited, their related companies or their directors, employees and agents, or otherwise).


The information provided and services described in this website are only intended for persons within the New Zealand jurisdiction are not intended for persons outside the New Zealand jurisdiction. Accordingly, the information should not be relied or acted upon in any other country than New Zealand.

This information is governed by, and has been prepared under New Zealand law for the supply of the services and products described, in New Zealand only. Milestone Direct Limited does not accept responsibility for the compliance of this information with the law of any other country.

No offer or recommendation

The material published on this website is general in nature and is not intended, nor capable of being, financial advice or advice on any specific problem or situation.

Nothing in this site is, or should be taken as, an offer, invitation or recommendation to buy or sell any investment or insurance product represented herein without first obtaining professional advice regarding its appropriateness to your personal circumstances.


Copyright in this site is owned by Milestone Direct Limited, unless otherwise indicated. You are entitled to use the information in this site for your personal reference only. You must not reproduce or distribute content from this site or any part of it, nor transmit it to any other person or incorporate it in any way in any other document or materials.

Disclosure statements

Disclosure Statements relating to the financial advisers associated with this website are available on request and free of charge.


This website is provided by Milestone Direct Limited. By using and viewing this website you will be deemed to agree to the following disclaimer and privacy statement:

Your privacy

Any personal information you provide to Milestone Direct Limited will be used to provide information that you request and retained to provide you with further information about our services. Please note that none of the information we collect is passed on to any third party.

If you are an individual, you have rights of access to and correction of personal information that is held about you. If you would like to access, correct and/or change the information collected at any time, please contact us.

No warranties

While every endeavour has been made to ensure that the material on this website is free from error, Milestone Direct Limited makes no representation or warranty of any kind for the accuracy, reliability, suitability, currency or completeness of the information, and is under no obligation to update or correct any errors in the information after the date of publication.

The information published on this website is subject to change without notice. You should contact Milestone Direct Limited for more up to date information relating to each product and you should not enter into any transaction based solely on the information published on this website.

Past performance is not necessarily an indication of future returns.


Milestone Direct Limited and its directors, shareholders, employees and associates do not accept any liability or loss arising in any way (including by reason of negligence) for errors in, or omissions from, the information published on this website and do not accept any loss or damage, however caused, which arise out of or result from any reliance on, or inability to use or access, any information on this website.

Linked websites

Milestone Direct Limited is not responsible for, and has no knowledge of or control over the content of any websites linked to this website.

Links to other websites are provided solely to assist your easy connection to those websites. Milestone Direct Limited does not sponsor or endorse, or accept any liability for the content of those linked websites.

Complaints & Feedback:

Milestone Direct Limited are always looking for ways to improve and your feedback helps us do that. If you have a problem, concern, or complaint about any part of Milestone Direct Limited's service, please let us know so that we can try to fix it. Additionally, if you have a suggestion about how we can do things better, we’d like to hear about it.

You can do this by writing to The CEO, Milestone Direct Limited, Private Bag 93504, Takapuna, Auckland 0740, by telephoning 0508 645 378 and asking to speak with the CEO, or emailing us at info@milestonedirect.co.nz.

If you feel we haven’t resolved your problem, concern, or complaint to a satisfactory level, or if you decide not to use the internal complaints process, you can contact the Insurance & Financial Services Ombudsman Scheme. This service will cost you nothing and will help us resolve any disagreements.
You can contact the Insurance & Financial Services Ombudsman Scheme at:
Address: PO Box 10-845, Wellington 6143
Telephone number: 0800 888 202
Email address: info@ifso.nz