What to expect

Our approach

We believe the path to reach your goals should be straightforward.

Here’s how it works:

We believe that the path to reach your goals begins with a clear understanding of what your goals are. With the help of a coach you can explore your goals and prioritise your financial needs. You’ll receive a summary of your personal goals and priorities. Then, if you choose to proceed, one of our qualified financial advisers can help by:

  • Building a plan to help you achieve your goals
  • Tracking your progress, depending on your needs and preferences.

Here’s how it works:

Get goal ready
Get goal ready

Get ready to focus on your goals by thinking about your plans, needs and ambitions

Explore my goals
Explore my goals

Explore and prioritise your goals using our interactive technology, and receive your personalised goals summary

Explore my advice
Explore my advice

Consider options to help balance your longer term goals against the financial needs of today, and receive your advice exploration summary

Plan for my goals
Plan for my goals

Plan how you can get there with personalised advice tailored to your goals and needs, and receive your goals plan

Track my goals
Track my goals

Track your progress by helping you stay motivated and accountable, and choose the support level to bring your goals plan to life

 

Pricing 

Advice can make a difference in helping you reach your goals but each person’s situation is unique, so the level of advice varies. We’ll provide you our price and service schedule at your first meeting so there are no surprises along the way. You’ll always receive a personalised quote for the advice you want us to address and we’ll ask you to confirm you understand and agree these costs before we proceed. 

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

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

Make a time to explore your goals with a coach

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