Why choose us

Our approach

Us and AMP

Goals are what drive you in life, so we want to put your goals at the centre of our advice.

That’s why we’re proud to bring you the AMP goals-based advice experience.

The AMP goals-based advice experience

The journey starts with our interactive technology – which looks at your goals in a unique way. Explore your ambitions for a clearer perspective on what’s really important to you.

A coach will walk you through the process, helping you visualise your goals, think about your future in a different way and help you prioritise your 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.

What we stand for

When it comes to getting help with achieving your goals, it’s important to know that our values line up with your own.

So, to give you a better idea of who we are, and what we stand for, here’s a bit more about how we work.

  • We believe wealth is best measured in goals – whatever you are working towards, we measure our success by how we can help you realise your goals.
  • Our plans are flexible – we know that life can change from one day to the next, which is why we allow for flexibility in everything we build.
  • A plan designed just for you – we will take the time upfront to fully understand who you are, what you want, and your unique situation before starting to look at how to best help you.
  • We like to partner for the long term – whilst we can help with one off requests, we feel we offer most value when partnering with clients for the long haul – helping build their wealth and achieve their goals over each stage in their life. Forming a strong partnership along the way.
  • The simpler, the better – we want to make sure you are clear on everything we present to you. And that includes being up front about our fees.
  • Maintain our high standards – you can trust that we will act professionally and in your best interests to deliver you the best possible service at every level. 

Our expertise

Milestone Financial are well equipped to help you reach your goals, no matter what your age or stage. Find out more about each of us and how we can help you here:

Accreditations

Milestone Financial in Canberra is accredited with the highest standards of professionalism and advice. 

Our partners

Our partnerships with Milestone Lending Solutions, Chamberlains and 360five means you can benefit from access to a range of specialists with the convenience of it all under one roof.

Milestone Lending Solutions

Mortgage broking and lending
services

Chamberlains

Estate Planning, conveyancing and legal services

360five

Accounting and small business strategy advice

Community

Milestone actively supports many charities in the local area and we were recently nominated in the top five AMP practices that participate in the Cancer Council Pro Bono Program. We also support charities including Hartley Lifecare, with Team Milestone regularly participating in the Hartley Cycle Challenge from Perisher to Charlotte Pass. Our work with local charities allows us to give back to community and help families find financial certainty in times when an illness, disability or personal circumstance has taken this away.

Cancer Council

Milestone has been an active supporter of the Cancer Council providing pro bono financial advice to families in need. We were recently nominated in the top 10 AMP practises supporting the Cancer Council. 

Hartley Lifecare

Milestone has supported Hartley Lifecare for many years and Team Milestone has been a regular participant in the Hartley Challenge – a big ride from Canberra to Charlotte Pass and return. In 2015 the Milestone community raised over $20,000 on behalf of Hartley.

Find out how we'll help you reach your goals sooner

What to expect