How we help

Realising your goals

We all have goals. Things we would love to do… travel the world, retire early, or put our children through university. But somehow, they often seem to get put on hold, while you deal with the demands of today.

We can help you be clear on what your goals are and help you prioritise your financial needs, bringing the two together for an informed and tailored approach to your finances.

Take a closer look 

Explore the goals below to see whether you’d like advice on how you could make them happen. Whether they are wildly ambitious or very simple, our advice can be tailored to fit your needs.

We will help you find realistic ways to make the most of your finances and can work with you to build a strategy that will help get you to your goal sooner. We’ll not only look at the big picture, but also what is sensible for you and your unique set of circumstances.

And if you choose we can help keep you heading in the right direction by helping you track your progress, navigate through any unplanned events and help you keep your eye on the prize. 

Master your money

Put a strategy in place to help get on top of your finances and reach future goals.

  • Simplify my finances
  • Fix my cash flow
  • Be debt free
  • Save for something big
  • Invest in property
Explore the world

Whether it’s to travel overseas or just take a break, live it up with the confidence of a solid plan in place to help you with your finances.  

  • Career gap year
  • Spend the kids’ inheritance
  • Work overseas 
  • Take a gap year
Take a new path

Change direction in life or start doing what you love with the confidence of a solid plan to help you with your finances.

  • Further my education
  • Start my own business
  • Pursue a passion
  • Career restart
Home and family

Put in place a tailored plan to fit your family's plans.

  • Buy a home
  • Get married
  • We’re married, now what
  • Now there’s three of us
  • Growing our family
Care for others

Support others while still reaching your goals.

  • Provide an education 
  • Give them the best chance
  • Their wedding
  • Property for my kids 
  • Create an inheritance
  • Support someone who needs me
Lifestyle and well being

You’ve worked hard for what you have. Put a plan in place to protect it.

  • Retire right
  • Start accessing my super
  • Protect my income
  • Insure my life
  • Retirement living options

Own your tomorrow

Whatever your goals, by getting in touch with us, we can help you on your way with a solid plan for a brighter future.

"I like the way they planned for the interview and the level of detail that they went into to get an idea of who you are.”

I went to a few different organisations. I did my research. I like the way they planned for the interview and the level of detail that they went into to get an idea of who you are. One of the things that I liked about Milestone was that, as much as I was seeking the right people to work for me, they were seeking the right customer that they could work with.

John 

Discover a new way to reach your goals

Why choose us