Linking your business and financial life
At Milestone Financial Planners, we will help you organise your finances, protect your savings and investments, assist you with decisions about your money to help you reach your financial goals and milestones as efficiently as possible.
Our clients are often busy people, they are either small business owners, employees or retirees, who greatly value having more discretionary time.
While they have differing goals, incomes, and lifestyles, they all share one thing in common, entrusting us with their finances, so they can focus on themselves and their families and enjoy a great quality of life.
Identifying your ‘Now’
Do you know the gap between where you are now with your wealth creation and where you need to be? We will help you identify the gap quickly and easily. If you have already built a good nest egg, our financial planning team will show you how to protect it, cost effectively.
Getting your ‘Where’ right
Whether it be planning for retirement, protecting your family from the financial fallout from sickness and accidents, saving for a first home or paying off your mortgage, we will help you set the goals and milestones and create the strategies that will get you there.
Getting the ‘How’ right
Implementing the agreed financial planning strategies for us means taking care of the plan preparation, investment lodgements, insurance applications with service providers and any follow-up on your behalf.
We also assist with debt and mortgage management, personal insurance, investment strategies, savings plans, investment & education bonds, superannuation, income streams, philanthropy, aged care entitlements and Centrelink payments. We evolve along with the investment landscape and legislation changes.
Our team looks to implement strategies that adjust to the changes in your individual circumstances and the changes in the world around you.
Our financial planning services can help you with the following:
- Investments (Reliable Asset Class Investing)
- Investment portfolio management
- Strategic financial planning
- Wealth creation & savings
- Wealth Transfer
- Tracking your financial progress
- Superannuation and rollover advice
- Self-managed superannuation fund advice
- Retirement planning advice
- Salary sacrifice
- Tax effective investments
- Ethical & Sustainable investments
- Investment & Education Bonds
- Personal Insurance advice
- Business protection & succession
- Estate planning & Wills advice
- Senior entitlements & aged care
- Philanthropic investing
Most important of all, our team at Milestone Financial Planners are there for you.
Let us work with you to shape your future.