Milestone Direct Ltd.
Helping you with:
* Retirement planning
* Financial planning
* Becoming mortgage-free faster
* Protecting your family and lifestyle: insurance
* Access to great mortgage brokers and insurance brokers
* Your wealth, how to: earn it, protect it, and grow it
* Property investment
* Investment, insurance, or mortgage advice from an authorised financial advisor
Get in touch for a free, no-obligation initial consultation.
Milestone Direct are unique in the market, as we’re trusted as official financial advice providers to members of countrywide groups including the New Zealand Defence Force (NZDF) and the clergy of one of the largest Churches, our advisers travel regularly for tasks such as delivering financial advice seminars. This mobile business model relies on only one fixed office, 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 Auckland office.
A disclosure statement is available on request and free of charge.