Products and ServicesKinds
Comprehensive Insurance, Group Investment FundsServices
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 Monitoring, Pension Plans, Portfolio ManagementSpecialities
First MortgageService Options
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
Established in 1996, we are reputed for providing reliable and trusted personalised advice on investments and financial decisions. Our Authorised and Registered Financial Advisers provide detailed advice backed by rational recommendations. For successful financial plans, contact us today.