Our Story

Our Focus On Building Long Term Relationships And Creating Value For Our Clients Has Made Milestone Financial One Of The ACT's Leading Financial Planning Practices.

At Milestone, most of our new clients come to us via referrals from existing clients. We are proud of the relationships we build with every client, working towards shared goals of financial security and freedom.

We keep you in control by giving you the tools and advice you need to drive your financial future.. Our unique approach combines education, which gives you the power to make your own decisions, and facilitation, for those areas where you aren't so confident.

Our programs teach you how to keep on top of your financial situation and place you on the road to financial success, whatever that means to you.

Do you have a goal for your ideal lifestyle? What are your plans for retirement ? Do you know what you would like to achieve? Some find setting goals difficult - Milestone has proven methods to facilitate goal discovery.

Our experienced team have the knowledge and experience to bring you closer to your goals.

Our team consists of:
  • Business owners / Directors
  • Property investors, and
  • Share investors
Who:
  • Have family trusts
  • Have self-managed superannuation funds
  • Have personal insurance to protect ourselves  and our families

Use this wealth of experience to turn decades into days with Milestone.

Our Values

Integrity

Timeliness

Transparency

Professionalism

Honesty and Trust

Growth of People

Old Fashioned Service

Continuous Improvement

Aspire to Exceed Expectations

Ongoing Return to Stakeholders