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Milestone Financial Services (Canterbury) Ltd

Contact: 03-964 6…

919 Colombo St Edgeware Christchurch 8013

milestone.co.nz Phone: 03-964 6… Call Free: 0508 964 … Fax: 03-962 2…

About Us

Welcome to Milestone Financial Services, we provide comprehensive investment and insurance advice. If you need help with immigration matters, UK pension transfers, retirement planning, KiwiSaver, and more, then Milestone are here to help. We are authorised and experienced financial advisers who provide you with excellence in service and unbiased advice. Farm and business succession planning are no problem for us. The Principal has been in the industry since 1979, so you can be sure you are getting professional advice you can trust from qualified financial advisors. We provide a free initial consultation and a free disclosure statement on request and general advice on asset protection and Estate Planning, as well as general advice on taxation relating to investments and insurance.

Visit our comprehensive website now for more information or call or email today to speak to our friendly team.

Mailing Address

PO Box 21-369

Christchurch 8143

Opening Hours

Sunday Closed

Monday: 09:00am - 05:00pm

Tuesday: 09:00am - 05:00pm

Wednesday: 09:00am - 05:00pm

Thursday: 09:00am - 05:00pm

Friday: 09:00am - 05:00pm

Saturday Closed

Listed In Categories

Financial Services

Parking

Free Off-Street

Products and Services

Services: Advice, Asset Management, Bond Investments, Brokering, Cashflow Management, Disability Insurance, Estate Planning, Financial Planning, Funds Management, Health Insurance, Investment Management, Investment Planning, Investments, KiwiSaver, Life Insurance, Pension Plans, Portfolio Management, Portfolio Monitoring, QROPS, Retirement Planning
Service Options: Consultations, Free Initial Consultation, Insurance Consultants
Trades: Financial Advisors, Insurance Brokers
Associations: Institute of Financial Advisers
Items: Assets
Concerns: Retirement

Payment

Personal Cheques, Direct Credit (Internet banking, phone banking)

Year Established

1996

Associations

Institute of Financial Advisers (IFA)

Notes