Planner, broker and business owner
Aaron is a Senior Financial Planner and qualified Mortgage Broker with Milestone and has been working in the financial services industry since 2007.
Previously, Aaron assisted in the operations and running of a wholesale services company, including legal services such as Estate Planning and business succession planning and conveyancing. It also had a Finance division focusing mortgage broking and home/investment lending, direct property investments and life insurances for personal and family protection.
Aaron has a passion for understanding his clients’ lifestyle goals and needs, and then working collaboratively with them to set an appropriate financial strategy. As an avid investor himself, Aaron understands the need to get the balance right between having fun ‘today’ with his young family, and planning for his family’s future needs.
Aaron’s approach to his financial planning is to work with his clients like a financial ‘coach’, providing support and guidance on their journey by continually increasing their financial information and education so that informed decisions are being made.
What Aaron’s clients say about him
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