Milestone Financial Services (Canterbury) 2016 Limited

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

Opening hours

Mon
Tue
Wed
Thu
Fri
Sat
Sun

Products and Services

Kinds

Group Investment Funds, Comprehensive Insurance

Services

Portfolio Management, Financial Management, Investment Management, Retirement Planning, Funds Management, Portfolio Monitoring, Financial Planning, Investment Planning, Life Insurance, KiwiSaver, Health Insurance, Financial Services, Pension Plans, Financial Reporting, Goal Setting, Estate Planning

Service Options

Consultations

Specialities

First Mortgage

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.

What makes us different

Associations

Institute of Financial Advisers (IFA)
Institute of Financial Advisers (IFA)

Awards and Achievements

Mailing address

PO Box 21323 Edgeware Christchurch 8143

Wi-Fi

Documents

Payment options

Year est.

1996

Parking options

Free Off-Street

GST Number

Office Team

Listed in:
This listing has been claimed by the business owner
Listed in:
This listing has been claimed by the business owner