Milestone Wealth Pty Ltd 81 Flushcombe Road, Blacktown, New South Wales 2768
About the Business
Welcome to Milestone Wealth Pty Ltd, a leading establishment in the finance industry located at 81 Flushcombe Road, Blacktown, Australia. We believe that a good financial plan is like a road map, guiding you towards a secure and successful future. With years of experience and expertise, we are dedicated to providing you with the knowledge and tools necessary to achieve your financial goals.
At Milestone Wealth, we understand that every individual and family has unique needs and aspirations. That's why our approach is centered around building strong relationships with our clients. Before offering any advice, we take the time to get to know you, your personal circumstances, and your financial situation. By understanding your specific needs, we can tailor our strategies to ensure your financial success.
We are passionate about helping individuals and families take control of their financial lives and achieve their desired goals. Whether it's planning for retirement, managing superannuation, or obtaining life insurance, we are here to provide you with the guidance and support you need.
Unlike other financial advisers, we don't believe in "set and forget" investments. We believe in actively managing your investments to maximize returns and minimize risks. Our team of experts will work closely with you to develop a personalized investment strategy that aligns with your goals and risk tolerance.
Speaking of superannuation, we understand the importance of this savings during your working life, which will provide financial security for your retirement. We can assist you in setting up your own Self Managed Superannuation Fund (SMSF) to give you full control over your superannuation investments.
Life insurance is another crucial aspect of financial planning. It provides you with the peace of mind that your loved ones will have financial stability in the event of your absence. Our team will help you navigate through the various options and find the right life insurance policy that suits your needs.
While we strive to provide accurate and reliable information on this website, we cannot guarantee its accuracy and completeness. We accept no responsibility for any loss or damage arising from any representation, act, or omission. The information provided here is general advice only and should not be considered as personalized financial advice. We strongly recommend consulting your own financial adviser to ensure that any decisions you make align with your specific objectives, financial situation, and needs.
At Milestone Wealth, we are committed to your financial success and are here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Photos
Location & Phone number
81 Flushcombe Road, Blacktown, New South Wales 2768, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have the privilege of working with Viral Shah from Milestone Wealth and I couldn't be more pleased with the experience. From the very beginning, his expertise and dedication shone through. Viral took the time to truly understand our financial goals and tailored his advice to suit our situation. His in-depth knowledge of investment options, retirement planning, and tax strategies was evident in every conversation we had. Viral patiently walked my husband and I through complex concepts, ensuring I was comfortable and informed every step of the way. Throughout our collaboration, Viral exhibited the highest level of professionalism and integrity. We have never felt rushed or pressured into making decisions. Thanks to Milestone Wealth's guidance, I am now on a much clearer path towards achieving my financial objectives. If you're in search of a financial advisor who truly goes above and beyond, I wholeheartedly recommend Milestone Wealth."
"I have been retired now for over 12 years. I had several Financial Advisers prior to my retirement many in my opinion were not up to my expectations to handle my Portfolio. With good luck I came across Viral from Milestone Wealth I was so impressed with his experience and knowledge and how he spent time to listen to my goals and set out plans to achieve these goals. I made the decision for Viral to handle my Portfolio. It was the best decision I could have done. Since being with Milestone Wealth every year's goal have been better than expectations. I highly recommend Viral from Milestone Wealth for any Financial Advice"
"I had the pleasure of seeking financial advice from Milestone Wealth, and their team of experts is incredibly knowledgeable and professional, making the entire process smooth and stress-free. They took the time to understand my financial goals and tailored a personalized strategy that perfectly aligned with my needs. Their advice was comprehensive and well-researched, giving me a clear understanding of my financial situation and the steps I needed to take to secure my financial future. Every interaction was met with prompt responses, and they were always available to address any concerns or questions I had."
"Milestone Wealth has been guiding our family for many years. We appreciate the open and frank discussions with Viral and his team. We have recommended Viral to many friends and family member's all to positive feedback."
"Financial investment being a risky endeavour, we appreciate Viral's approach that aligns with our family's values. We could trust Viral's team at Milestone Wealth to provide advice that would take our family into the future without taking risk's we are not comfortable with. With Viral we feel comfortable to ask for financial advice beyond the scope of the works we have employed Milestone Wealth for. We look forward to working with Milestone Wealth for many years into the future."
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