Milestone Financial Services (Canterbury) 2016 Limited

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

Opening hours

Mon
Tue
Wed
Thu
Fri
Sat
Sun

Products and Services

Kinds

Comprehensive Insurance, Group Investment Funds

Services

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

Specialities

First Mortgage

Service Options

Consultations

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.

Associations

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

Mailing address

Po Box 21323 Edgeware Christchurch 8143

Payment options

Year est.

1996

Parking options

Free Off-Street
Listed in:
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Listed in:
This listing has been claimed by the business owner
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