Milestone Financial Planners Dubbo
Milestone Financial Planners Dubbo
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(02) 5858 4100
  • Financial Planning

    Bringing the future into the present.

  • retirement planning strategies

    Retirement Strategies

    Retirement is not the end of the road, it is the beginning of the open highway.

  • Financial Freedom

    Is having your heart and mind free from the what-ifs of life.

  • Life is a Journey

    It's not where you end up, but how you got there

  • investment advice

    Investment Strategies

    Success occurs when opportunity meets preparation

InvestAre you speculating or actually investing?

PlanAre you making the most of what you have?

ProtectHave you protected yourself and your family?

RetireAre you ready for retirement?

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.

Milestone Financial Planners Professionals and Cashflow
Milestone Financial Planners Professionals and Cashflow

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.

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Business and Farm Succession
Business and Farm Succession

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.

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Retirement and Pension
Retirement and Pension

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.

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Superannuation SMSF Divorce
Superannuation SMSF Divorce

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.

Chartered Accountant

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.

Visit Hicks Advisory website

Linking your business & financial life

milestone-financial-planners-linking-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.

Second Opinion

Our client first commitment

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Latest News

  • Gamestop Saga Will Have Hangover

    22 February, 2021

    GameStop. Hedge Funds. Wall Street Bets. Robinhood. What is going on?
  • The Sequence of Our Behaviour

    22 February, 2021

    It was a party at the house of a hedge fund manager in the wealthy New York enclave of Shelter Island. In attendance were the famed writers, Kurt Vonnegut and Joseph Heller.
  • 2020 End of Year Wrap

    15 December, 2020

    What a year. We started off the year with bushfires, floods, the pandemic of COVID-19, a world–wide lockdown, and then… the great toilet paper shortage! READ MORE
  • “Low Risk” Term Deposit Alternatives

    4 December, 2020

    Tough to earn a buck for nothing these days. While that has always been the case for our labour, there was always the illusion of some free cream from our money in the bank. Illusions, being illusions, this wasn’t strictly true. There was always tax and inflation nipping back any real return for doing nothing.…
  • Gifting That Might Be Taking

    12 November, 2020

    The country and the world have been financially disrupted this year. There’s a section of haves who have done exceptionally well considering the economic calamity. There are a section of have nots who have done exceptionally poorly. This is nothing new. As economies shift, winners and losers are created all the time, though usually not…

Testimonials

John & Adorie Tink

We have been a client of Rosie's for over 20 years and it has been an excellent journey. Rosie has helped with our business taxation, self-managed super fund, advice on property sales, and investment of funds for our future. It has been a great result and with her very capable staff,  has given us clarity and certainty in our financial life. The new office is welcoming and it's really good to go there!

J & A

John Salmon

Passion, knowledge and a genuine interest in achieving the best for clients is what determines a truly professional Financial Advisor. Rosie and her team have this and more. They are able to interpret the larger economic picture as it impacts on one’s personal financial situation. Rosie’s dedication to clients sets her apart and I would highly recommend her to anyone who wants to achieve better financial outcomes, prior to or during retirement.

JS

Darren & Sherree Gardiner

We have been working with Rosie and her Team since we commenced our business in 2002. Their professionalism service and knowledge is exceptional. Their support and advice to us has been invaluable in allowing us to grow our business and wealth, and protect our assets. We are now seeing our children coached and guided as well.

D & S

Trent & Caren Croll

Rosie is most helpful and her professionalism is always greatly appreciated. 

T & C

Graeme & Marilyn Stapleton

Rosie has assisted us on many occasions and her guidance and knowledge has been gratefully appreciated.

G & M

achieving your milestones

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