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Milestone Financial Services (Canterbury) 2016 Limited

322 Manchester Street Christchurch Central Christchurch

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

About Milestone Financial Services (Canterbury) 2016 Limited

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.

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