Milestone Financial
  • HOME
  • ABOUT
    • MEET THE MILESTONE TEAM
    • TESTIMONIALS
    • MILESTONE IN THE COMMUNITY
    • EVENTS
  • HOW CAN WE HELP?
    • ACHIEVE YOUR GOALS
    • LOOKING AFTER FAMILY
    • BORROW MONEY
    • PLANNING FOR REDUNDANCY
    • PUBLIC SECTOR SUPER
    • STRONG FINANCIAL FOUNDATIONS
  • WHAT CAN WE HELP YOU ACHIEVE?
    • BE DEBT FREE
    • BUY AN INVESTMENT PROPERTY
    • FINANCIAL INDEPENDENCE
    • PROTECT MY LIFESTYLE
    • RETIRE RIGHT
    • SELF MANAGED SUPER
  • ARTICLES
  • CONTACT US
  • MILESTONE LENDING
Select Page
Milestone’s Investment Philosophy and Portfolios

Milestone’s Investment Philosophy and Portfolios

by Milestone Financial | May 4, 2023 | Financial independence, Retire Right

Investment Philosophy Forward-looking We believe that taking a forward-looking view of expected returns can provide investors with an understanding of expected outcomes and the implied risks in financial markets. This can mean at times making decisions that are...
What low interest rates could mean for you

What low interest rates could mean for you

by melissa | Sep 16, 2019 | Be debt free, Buy an investment property, Retire Right

Rate cuts are a way for the RBA to help stimulate the economy When the RBA lowers the official cash rate, banks may follow suit and lower interest rates on the loans they provide. When rates are lower, you pay less interest on your debt, freeing up money for you to...
September 2019 market overview

September 2019 market overview

by melissa | Sep 10, 2019 | Be debt free, Buy an investment property, Care for others, Financial independence, Home and family, Protect my lifestyle, Retire Right

Overview and outlook – Global markets Recession risk continues to increase, and the actions of the US President are not helping. Escalating the trade war through further increases to tariffs and sledging of his own Central Bank are causing concerns in markets...
Boost your super with ‘Catch up’ contributions

Boost your super with ‘Catch up’ contributions

by melissa | Apr 2, 2019 | Financial independence, Home and family, Retire Right

‘Catch up’ contributions available to boost your super If you’d like to boost your super account for your retirement, there are options available to you. One of these is to make ‘catch up’ concessional contributions, and the 2019/20 Financial Year is the first time...
PSS voluntary redundancy – to preserve or not?

PSS voluntary redundancy – to preserve or not?

by melissa | Oct 9, 2018 | Financial independence, Retire Right

  Preserve or not to preserve We often get clients asking whether they should preserve their defined benefit super (including the CSS, PSSap and Military super scheme members) or not if they have been offered a voluntary redundancy. Should the take a PSS...
Investing for a passive income stream

Investing for a passive income stream

by melissa | Oct 7, 2018 | Buy an investment property, Financial independence, Retire Right

  Create a passive income stream Many people look to traditional income investments like term deposits when they think of a passive income stream. But with falling interest rates it may be more appropriate to look elsewhere for investments that offer an income...
« Older Entries
  • Contact us
  • Akumin Privacy Policy
  • Financial Services and Credit Guide
  • Akumin Terms & Conditions
MANAGED BY SUBZ DESIGNS