Testimonials

Our customers say it best

Read about our customer's experiences.

"I feel like we are set up for a good retirement which I couldn’t have said 5 or 10 years ago."

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Milestone sat us down and showed us the building blocks to a secure financial future. Once I saw how it all worked, it changed the way I perceived financial planning. ..They give me constant encouragement, they give me new goals to achieve – and I like achieving them…I feel like we are set up for a good retirement which I couldn’t have said 5 or 10 years ago.

David and Mary

"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."

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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

"What I really like about working with Milestone is their holistic approach to managing your finances."

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Just after my birthday, I made the decision to take control of my finances…I had just been drifting financially and wasn’t really achieving any goals at all. What I really like about working with Milestone is their holistic approach to managing your finances. They take you through the day to day things like budgeting and saving … right through to bigger goals and they build those into whole life goals. Getting control of your finances and making your money work for you can help you really achieve your life goals.

Craig

Important information

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These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.