Milestone Financial is one of Canberra’s most popular financial planning businesses. Our advisers are specialists in all areas of financial planning. We also offer services for Estate Planning and Mortgage Broking, so we can help you with other aspects of your financial needs.

What can we help you achieve?

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  Retire right

  Even if your retirement is a long way off, it's important to start planning for it now.

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  Be debt free

  Too much debt can be stressful and can often stop you from achieving your goals in other areas.

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  Protect my lifestyle

  Life has a way of throwing a spanner in the works. Protect yourself and your family.

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  Buy an investment property

  Investing in property can boost your wealth for your financial future.

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  Self Managed Super

  A Self Managed Super Fund (SMSF) gives you greater control over your retirement.

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  Financial independence

  Achieving future financial freedom and peace of mind is a result of the foundations you lay early on.

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How we help you?

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  Achieve your goals

  No matter what your goals are, Milestone are here to help you achieve them

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  Strong financial foundations

  Strong financial foundations gives you security now and in the future

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  Planning for redundancy

  Whether voluntary or not, it's important to create a sound financial plan

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  Public sector super

  Milestone specialises in Government and Defence superannuation funds and other defined benefit funds.

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  Looking after family

  The best legacy you can leave is a clear plan to ensure those closest to you will be financially secure.

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  Borrow money

  Home and investment loans, business loans and construction loans through a wide range of lenders.

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