Financial Adviser in Canberra
Milestone Financial Canberra’s TRUSTED Financial Planners. Our advisers are specialists in all areas of Financial Planning and we are here to help you.
We also offer services for Estate Planning and Mortgage Broking, allowing Milestone to assist whatever your requirements.
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
WHAT CAN WE HELP YOU ACHIEVE?
RETIRE RIGHT
Even if retirement is a long way off it’s important to start planning for it now.
BE DEBT FREE
Too much debt can be stressful and can often stop you from achieving your goals in other areas.
PROTECT MY LIFESTYLE
Life has a way of throwing a spanner in the works. Protect yourself and your family.
BUY AN INVESTMENT PROPERTY
Investing in a property can boost your wealth for your financial future.
SELF MANAGED SUPER
A Self Managed Super Fund (SMSF) gives you greater control over your retirement.
FINANCIAL INDEPENDENCE
Achieving future financial freedom and peace of mind is a result of the foundations you lay early on.
ACHIEVE YOUR GOALS
No matter what your goals are, Milestone are here to help you achieve them.
STRONG FINANCIAL FOUNDATIONS
Too much debt can be stressful and can often stop you from achieving your goals in other areas.
PLANNING FOR REDUNDANCY
Whether voluntary or not, it’s important to create a sound financial plan.
PUBLIC SECTOR SUPER
Milestone specialises in Government and Defence Superannuation and other defined benefit funds.
LOOKING AFTER FAMILY
The best legacy you can leave is a clear plan to ensure those closest to you will be financially secure.
BORROW MONEY
Home and investment loans, business loans and construction loans through a wide range of lenders.
”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
Contact us for further information or to make an appointment
Milestone Financial Services Pty Ltd
(ABN 68 100 591 508) is an Authorised Representative and Credit Representative of Akumin Financial Planning AFSL 232706