Milestone Financial Services (Canterbury) 2016 Limited

Closed Now
9:00 am - 5:00 pm
Details

Contact Info

Phone:

Main - 03 964 6082

Address:

322 Manchester Street, Christchurch Central, Christchurch 8013

Servicing:
Marlborough Region, Canterbury Region, Nelson Region, Otago, Timaru Oamaru Region
Email:

General Info

Milestone Financial Services (Canterbury) 2016 Ltd are Comprehensive Financial Planners. We provide professional advice to assist clients to accumulate, invest and achieve financial independence. Our advisers are Authorised Financial Advisers (AFA) and many have the internationally recognised designation of Certified Financial Planner (CFP) Some of our services include: * Investment Advice * Portfolio Construction and Monitoring * KiwiSaver advice and Monitoring * Retirement Planning & Facilitation * Self-Managed Pension Concept * Efficient and Effective Personal Insurance Programming * UK & Australia Pension Analysis and Transfer Services * Personal Insurance Analysis and Implementation * Farm Succession Planning and Facilitation We offer tailored advice to meet your personal circumstances. For a free initial consultation and for queries, please give us a call today.

Category
Investment Services
Associations
Institute of Financial Advisers (IFA)

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