Building your wealth

At Milestone We Love Helping People Achieve Their Lifestyle Goals.

Financial Planning is all about setting priorities. Creating wealth is enjoyable and provides many worthwhile outcomes, including providing for financial independence. It is often a matter of compromise – do you spend more time at work generating additional cash or invest more time with your family? Do you build wealth through a business or simply by investing? Any which way you chose, Milestone can help.

This is a very personal decision, so once priorities have been determined, Milestone helps clients employ a variety of tools and services based on their preferences and needs. These include:

  • Superannuation, including Self-Managed Superannuation, Employer Superannuation, Defined Benefit Super (PSS, PSSap, CSS, DFRDB, MSBS etc)
  • Property Investments (both inside and outside of superannuation)
  • Shares, Managed Funds, Bonds etc
  • Alternative Investments
  • Planning for Financial Freedom and Independence
  • Retirement Planning
  • Redundancy Planning
  • Salary Packaging
  • Tax Effective Education Funding
  • Charitable Giving Plans

There is a wealth building option to suit every need and situation. Get in touch with our expert team to discuss how we can help start building your wealth today.

Interested in learning about a retirement strategy that could help you? Watch this video from AMP to find out more.