Financial Planning
Bringing the future into the present.
Your Financial Journey
Financial Advice tailored for you
- Professionals & Cashflow
- Business & Farm Succession
- Retirement & Pension
- Superannuation SMSF & Divorce
Professionals & Cashflow
Many Professionals and Tradies are familiar with years of study, either at University or College, and how they managed to live on very little cash. Eventually, things fall into place with a job and money. The pennies flow more freely, and money can all too quickly – slip through the fingers.
Business & Farm Succession
For many business people, their business is their primary nest egg, or superannuation. In offering you access to a “one-stop-shop” where financial and business advice is linked, we are able to provide comprehensive and confidential expert advice to transition your business through its life cycle.
Retirement & Pension
Retirement is something many of us look forward to. The most common question is, do I have enough capital to support a comfortable retirement?
This question can only be answered with appropriate investigation and planning of your particular circumstances.
Superannuation SMSF & Divorce
Many people have superannuation with their employer, industry or retail provider. This is one form of superannuation, and may be well suited for those not inclined or confident to manage and invest their own superannuation.
Some people, on the other hand, have the skills and knowledge, to manage and operate, their superannuation within a self-managed superannuation fund, and obtain guidance and advice from suitably qualified professionals.
The Milestone Financial Planners Difference
If its trying to organise your cash flow structure, your super consolidated, your life and income insurance tidied up, establishing a savings plan, putting in place a WILL, or all of these things, we are able to help you put the right solutions in place. We are a privately owned financial advice firm. We are not aligned with any banks or financial institutions. Therefore our advice is not compromised nor conflicted and always in your best interest. We are in the unique position of combining financial planning, business accounting, tax accounting and self-managed-superannuation fund (SMSF) expertise.
Here are three key differences that set us apart from the rest.
Privately Owned & Licensed
Milestone Financial Planners has no ties to any bank, fund manager or financial institution. We are free to recommend what is best for you and not what is best for a large parent company’s shoulder.
Evidence Based Investment Process
Milestone Financial Planners uses an academically proven investment process that rejects speculation and focuses on the elements you can control – diversification, asset allocation and keeping fees low.
In addition to being a Financial Advisor, Rosie is the Director of Hicks Advisory, a Fellow of Chartered Accountant CAANZ, a SMSF Specialist Advisor™, Registered Tax Agent, and a Justice of the Peace, so clients are assured of a fiduciary standard of professional care.
Linking your business & financial life
How is your financial plan progressing?
Are you looking for a second opinion on the direction of your financial plan? Contact us for an obligation free second opinion on your current financial strategy, investments or insurance.
Our client first commitment
Latest News
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Paving the Way for a Smooth EOFY
For superannuation, the annual concessional contributions cap of $25,000 has not been reached (which includes your employer’s contributions and salary sacrifice amounts), consider contributing the shortfall into your superannuation. -
Active Managers Not Shining in Crisis
In support of active fund management This is the time for active managers to shine Opportunity is ripe for active investors Don’t ‘buy the index’: Investing in the time of the coronavirus Stock pickers can prove their worth in crisis, says Aberdeen It’s a Weird Market. Time To Go Active.… -
Seniors Lobby Not Helping Seniors
Hearing about someone’s problem in the media? A lobby group has probably been doing their job. Right now, it must be some sort of record. -
What Will Work Next?
The good thing about our clients is they often provide us with new ideas and different things to think about. There’s always a question. A scenario. A change in circumstances. A lifestyle challenge. A different behaviour. A new personality. Encountering different people and different situations broadens our scope. -
A Tale of Two Pension Funds
A crisis may not be welcome, but it can be valuable. When the world is spinning gloriously without interruption, complacency can emerge. That is when bad habits start.