Why get financial advice?

Getting good quality financial advice can be one of the best investments a person or couple ever make. Here’s why:

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  • Tools – do you know how long your funds will last in retirement? – An adviser does!
  • Time – do you have the time to do all this for yourself, your partner and your family?
  • Questions – sometimes the difference between the right investment strategy can come down to asking the right question.
  • Access to great investment options which can only be reached through an adviser.
  • Accessing expert knowledge and research through an adviser.
  • Relationship – for those who enter an ongoing relationship with a financial adviser, the adviser gets to know you, your situation, your goals, and so can help you when you get stuck on your journey to financial success.

How does advice work?

The process explained:

Contact us to discuss whether financial planning might be right for you.

Expert assistance

As we’re not an investment provider and aren’t owned by one (unlike some financial advice firms) our team of Authorised Financial Advisers can access all the best investments across the country to ensure your needs are met. So that you know our Authorised Financial Advisers are truly putting your interests first, our advisers are all paid a salary instead of commission. They also have no incentive to promote one product over another.

What next?

What have you got to lose by discussing your situation with an Authorised Financial Adviser? To arrange a free & no obligation consultation, call 0508 MILESTONE (0508 645 378) or leave your details below. We'll reply within one weekday.