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.
Allied Milestone Offices
Allied members hold their own arms-length Financial Advice Provider licences. They are not 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
More about Grant
Grant has been associated with Milestone since 2018 and is now the General Manager of Milestone Financial Joint Venture.
3 Decades of experience both within executive and consulting roles across financial services encompassing;
- Stock broking
His activities span Australia and New Zealand with previous stints in the USA and South East Asia. Grant resides in Canterbury (NZ) with a major focus on the development of Milestone along with his shareholding and duties with a global fund manager based in Sydney. Grant resides on 3rd party Investment and Compliance committees across Australia and in New Zealand, two financial services industry body’s sub-committees, and has been an ASIC ‘Responsible Manager and Key Person’ of multiple advice licences. Grant travels extensively across Australasia and SE Asia. He is a regular presenter at advisory firm conferences, client seminars, and industry symposiums such as the Australian Financial Planning Association.
Companies where senior executive positions were;
- MLC/Lend Lease
- Merrill Lynch International Private Client
- AXA Asia Pacific
- ABN Amro
- Yellow Brick Road
Grant has produced successful outcomes in advising and building advisory and funds management businesses, company turn-arounds and M&A.
More about Darren
B.B.S, C.A, C.P.P, member NZICA
Darren is the Milestone JV’s Chair and has been involved with the Milestone group in various capacities since 2009. At a time when the JV was at a crossroads, he was appointed Chairman in 2015 to help the JV develop a more cohesive approach to its brand and market position. As an independent member of the board he has been instrumental in leading the board through a consensus approach.
He is a Director and Partner in Venter & Hull Chartered Accountants limited, a Whanganui based Chartered Accountancy practice with client base that extends throughout NZ.
Darren had extensive experience in the Commercial sector prior to going into private practice and this enables him to provide business advisory services including strategic planning and business growth. Darren brings his broader commercial experience to bear when assessing risk and helping the board make better decisions. He has a clear understanding of the role of governance, strategy, operations, execution, and performance appraisal.
‘Strategy is key to business success’ knowing where you want to get to and more importantly how to get there. Reacting quickly to the impact of market and industry changes is vital.
Not all life is about work. With his family mostly grown up, in his spare time Darren is a keen golfer and mountain bike rider. He likes the great outdoors and enjoys NZ’s diverse and spectacular walking opportunities.