Financial Advisor in Canberra

 
 
 
  EXCELLENT  
    
 Based on 108 reviews 
 
 
  
 
 
 
 
 
 
 
 
  
 
 
 
  
 
 
 Andrew McFarlane 
 
14 October 2024
 
 
 Trustindex verifies that the original source of the review is Google. 
A few years ago, my wife and I were concerned we had not done enough to prepare for our retirement future. Working with Rob and the team, we now know we are on track to be secure in retirement. Having a clear plan gave us confidence that we can have a retirement for us to enjoy. We are grateful to Rob and the team.
  
 
  
 
 
 
  
 
 
 Dene Nash_basnett 
 
9 October 2024
 
 
 Trustindex verifies that the original source of the review is Google. 
I have been impressed with the personalised professional service an advice given to me. It has been tailored to my situation. They also listen to my concerns and aspirations.
  
 
  
 
 
 
  
 
 
 Marilyn Doak 
 
14 September 2024
 
 
 Trustindex verifies that the original source of the review is Google. 
We have worked with Andrew since our arrival in Australia in 2021. He has always been very professional and at the same time personal. His explanations have helped us a lot, his advice has been very helpful and the income stream reliable. We recommend him as a financial adviser.
  
 
  
 
 
 
  
 
 
 Brigid Lombard 
 
3 September 2024
 
 
 Trustindex verifies that the original source of the review is Google. 
We have been using Milestone for a number of years now and it has allowed us to feel comfortable that we are preparing for our financial future while at the same time ensuring that we are covered for anything that might happen along the way.  Their advisers are very good at explaining all the available options in clear and simple language.
  
 
  
 
 
 
  
 
 
 Gary Hunt 
 
27 August 2024
 
 
 Trustindex verifies that the original source of the review is Google. 
I have been a client of milestone financial for over 20 years. I find that the milestone team are attentive and responsive to my needs and have my best interest at heart. They have provided sound advice which was then translated into easy to read and quality documentation. My longevity as a milestone client is testament to the trust and confidence I have in the company. My financial position would not be as strong as it is without the assistance of the milestone team. Highly recommended.
  
 
  
 
 
 
  
 
 
 Craig Dan 
 
25 July 2024
 
 
 Trustindex verifies that the original source of the review is Google. 
I'm extremely happy with the professionalism of the team at Milestone  and they will do everything in their power to meet your needs  kind regards Craig Dan
  
 
  
 
 
 
  
 
 
 Kimberley Hunt 
 
23 July 2024
 
 
 Trustindex verifies that the original source of the review is Google. 
We had a fantastic experience with Milestone Financial after seeking their help to secure a loan for an investment property. The Milestone team were professional, easy to reach when we had any questions and found creative solutions to all of the roadblocks that we struggled with in the past. Highly recommend!
  
 
  
 
 
 
  
 
 
 Harrison Guthrie 
 
9 July 2024
 
 
 Trustindex verifies that the original source of the review is Google. 
My dealings with Milestone Financial over the past few years has always been professional and their advice has complimented my risk profile. It has given me peace of mind that through their collective resources they are able to apply the best advice for my situation - thankyou Aaron and your team
  
 
  
 
 
 
 
  
 
 

With the professional guidance from Milestone we are making informed decisions that move us closer to our financial goals…

We were given Milestone’s details some time ago but didn’t make contact because we felt our finances didn’t warrant it. However, over time we became more uncertain about what we needed to do to take the next step and get off what seemed like a financial treadmill. Since joining we are gaining skills that are changing our lives and that we can pass on to our daughter. With the professional guidance from Milestone we are making informed decisions that move us closer to our financial goals and for the first time in our lives we are finally in control. We wish we’d contacted Milestone sooner!

Emma & David Corbett

”When we first started working with Aaron and the Milestone team, we thought we were travelling ok but could improve in a couple of areas with some professional advice to help us on our journey. What we received as advice has really transformed our relationship with money and how we manage it to enable so much more than we thought. Getting some great advice around some structured cash flow analysis, bank account structuring and debt reduction strategies has us probably 3-5 years ahead of where we thought we would be – and we now have investment in place for our future and our young family’s future too. All this coupled with moving to a 1.5 income household during the 2018 calendar year, we now have more savings than when we were on a full time dual household income. We feel much more secure and in control of our money today than ever before – we wonder why we didn’t start this process years ago.

We continue to recommend Aaron and his team to family and friends who are wanting to get honest, realistic and attainable advice solutions to help understand what they are capable of achieving with lifestyle and financial goals."

Karmin and Matt