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

If you think storms may lie ahead, it makes sense to prepare your craft for choppy waters. With Australia facing continued economic uncertainty, it may be time to take stock of your finances and get in the right shape.

First the good news. The Australian economy fared better in the first quarter of 2020 than many other countries¹. By the end of March, the economy only contracted 0.3%, compared with 2.0% in the UK and a whopping 9.8% in China.

More challenging times may lie ahead. A century on from the last global pandemic, this looks like a downturn unlike any other in living memory. Back in 1990, Treasurer Paul Keating lamented the “recession we had to have”. This time around, we’re trying to thaw an economy that’s been deliberately placed into hibernation. It isn’t something we’ve seen before, so lessons from previous recessions may not apply.

However, if you’re worried about the threat of redundancy, your investments or your retirement plans being disrupted, there are things you can do to secure your financial lifeboat.

”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