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Milestone Financial
12 Thesiger Court, Deakin, Australian Capital Territory, Australia
About Milestone Financial
Welcome to Milestone Financial, Canberra's trusted financial planners. Located in the heart of Deakin at Thesiger Court, 12, our institution offers a range of services in accounting, establishment, finance, and is a point of interest for anyone seeking expert financial guidance.
At Milestone Financial, our team of advisers are specialists in all areas of Financial Planning, ensuring that we can assist you with any financial requirement you may have. Whether it's retirement planning, estate planning, or mortgage broking, we have the expertise to help you make informed decisions that move you closer to your financial goals.
We understand that planning for retirement is crucial, no matter how far away it may seem. That's why we emphasize the importance of starting early and developing a sound financial strategy to secure your future. Our team is dedicated to providing you with the professional guidance necessary to achieve financial freedom and peace of mind.
We also recognize the impact that debt can have on your financial goals. Excessive debt can be stressful and hinder your progress in other areas. That's why we offer debt reduction strategies to help you overcome this obstacle and regain control of your finances.
Life is unpredictable, and unexpected events can disrupt your financial stability. That's why it is crucial to protect yourself and your family by having a comprehensive insurance plan in place. Our team can assist you in safeguarding your loved ones and ensuring their financial security.
Investing in property is another avenue to boost your wealth and secure your financial future. Our experts can guide you through the process, providing you with the necessary knowledge and strategies to make informed investment decisions.
For those seeking greater control over their retirement, we specialize in Self Managed Super Funds (SMSF). This option allows you to have a hands-on approach, giving you the flexibility and control you desire.
Milestone Financial also specializes in Government and Defence Superannuation and other defined benefit funds. Our team has extensive knowledge and experience in these areas, ensuring that we can provide you with the best possible advice and solutions.
We believe that the best legacy you can leave is a clear plan to ensure the financial security of those closest to you. Our estate planning services can help you create a comprehensive plan that protects your assets and ensures your loved ones are taken care of.
Don't just take our word for it - hear from our satisfied clients. One client shares their experience, stating, "When we first started working with Aaron and the Milestone team, we thought we were traveling okay but could improve in a couple of areas with some professional advice to help us on our journey. What we received as advice has really transformed our relationship with money and how we manage it to enable so much more than we thought."
Milestone Financial is an Authorised Representative and Credit Representative of AMP Financial Planning AFSL 232706, with an Australian Business Number (ABN) of 68 100 591 508. Contact us today and let us help you achieve your financial goals.
Photos of Milestone Financial
12 Thesiger Ct, Deakin ACT 2600, Australia
Opening hours of Milestone Financial
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Milestone Financial
"Since joining Milestone as a client nearly 9 years ago, we have benefited greatly from the advisers who have looked after us with diligence, integrity, honesty, and insight. The upfront advice, the care taken with developing strategies, and being prepared to adjust them when needed, are what makes Milestone a success."
"We have been with Milestone Financial for the last 8 years and have been very satisfied with the service. It is good to have the continuity of seeing Ian each time either in person or via the internet. Thank you."
"My husband and I are very happy with Milestone financial services. Andrew Boulds has been our advisor since 2014. We highly recommend him. His advice has put us into the best possible financial position for our circumstances. Our daughter sees another advisor and he has turned her financial circumstances around. Milestone are good at what they do. They are expert, understanding & compassionate in their dealings with people."
"Andrew is an outstanding financial advisor. He is intelligent, thoughtful and courteous, and explains in detail his recommended actions. He always works to build trust and confidence in our investment choices. I would highly recommend him if you are looking for an advisor that will genuinely work for you and in your interests."
"My husband and I have been long time clients of Ian Hayes. He has provided us with great financial advice which has been very helpful navigating small business, financial security and retirement plans. We also appreciate his honesty and humanity. We have no hesitation recommending Milestone and Ian’s services."
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