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.
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
There was one major theme from Q1, being the Russian invasion of Ukraine. While the human implications are the foremost concern, the outbreak of war offered a sharp reminder of how interconnected the world is today, and how quickly the implications of a military conflict feed back into financial markets.
We’ve all seen them. The charts that show here’s what happened over the last ten, twenty, thirty years. January to December. It’s often used as the greatest message there is to stay the course, focus on the long term, it will all work out, etc etc… but occasionally you might think to yourself “it’s very…
It was only a few months into the pandemic when the images of Olivia Grant hugging her grandmother, Mary Grace Sileo were published around the world. What was so interesting about these two women from Wantagh, New York hugging? They were doing it through a plastic sheet. READ MORE
Such was the lament of US President Thomas Jefferson in 1807. It appears annoyance with the media hasn’t changed much in two hundred years. Jefferson’s more verbose assessment has simply been replaced with the more condensed term “fake news”. But news, or fake news, depending on your point of view, has been almost swallowed by something…
Nothing can now be believed which is seen in a newspaper. Truth itself becomes suspicious by being put into that polluted vehicle.