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