We're there when and where you need us.
While we have offices in key areas of New Zealand our financial advisors are experienced in assisting clients from all around the country and, often, internationally too. An introductory meeting and subsequent consultation can be undertaken online, ensuring efficiency of service and peace of mind that, financially, you're exactly where you need to be.
Core Milestone Offices
Core members hold their own Financial Advice Provider licences, and additionally are owners of the Milestone Financial registered joint venture.
MILESTONE FINANCIAL JV
Milestone Financial is a registered joint venture. It does not meet the conditions of a registered financial services provider, does not hold a Financial Advice provider licence, and does not dispense, nor is responsible for, the provision of financial advice to members of the public