2016 AMP Adviser of the Year (ACT)
Ian started his career in the private client wealth management industry in London before moving to Australia in early 2004. He joined Milestone Financial Services in 2004 as a paraplanner before progressing into an advising role. Ian became a shareholder and director of the business in 2007 and has been instrumental in the transition of Milestone to a goals based advice business. Milestone has been recognised recently in the top 10 of AMP’s financial planning practises nationwide.
Ian works with a wide variety of clients and specialises in helping busy professionals and business owners realise their financial goals.
In 2012, he was awarded the prestigious Financial Planning Association’s Best Practice Award for a Certified Financial Planning® Professional in the ACT which recognises the outstanding outcomes that Ian delivers to his clients.
In 2016, Ian was awarded the AMP Adviser of the Year (ACT) and the exclusive 2017 Most Trusted Advisers award. The Most Trusted Advisers Network has been collated by independent research house, the Beddoes Institute, based on feedback from clients and is focused on helping consumers select a financial planner that has been highly ranked by their clients as being able to go above and beyond when providing client services.
What Ian’s clients say about him
We have been clients of Ian Hayes from Milestone Financial since 2011. Since that time Ian has been a wonderful financial adviser, providing sound advice, support and planning that adeptly balanced our individual circumstances in line with joint future goals and aspirations. Ian’s advice has made an enormous difference to our situation. It has given us more control – and most importantly peace of mind – over our financial health, which, we are happy to say, has improved greatly since 2011. We cannot recommend Ian highly enough.
Louise Scrivener and Douglas Kirk
My husband and I first met with Ian in 2011. We were referred to Milestone our Accountant who is also a client of theirs. We had just started a new business which changed our financial situation and we needed help to ensure we made this new income work for us. We could not be happier with our decision and Ian and the team at Milestone have been exceptional.
From our first meeting with Ian, we found him professional, friendly and willing to listen. His knowledge and expertise gave us reassurance and a better understanding of our whole financial picture.
Ian took the time to understand our goals, our business and our family needs. Under his guidance we now have confidence in our financial security going forward into the future. Something we have never had before. We will be forever grateful for all his advice.
Mary and David Wenn
By way of background, we first met Ian through a business networking group and already had a SMSF in place. After an initial consultation with Ian and his colleague Rob we decided to join the Milestone Achievers Club and set about defining our financial goals and how we were to attain them, ably directed by Ian.
What appealed most about the Milestone method was that there was no “get rich quick” pitch, nor judgement about our previous financial misdemeanours. We have found all of the Milestone team to be friendly and responsive and have recommended them to family and friends on a number of occasions.
Ian is a great ambassador for the financial planning industry. We wish him and his team every success!
Malcolm & Gillian Warwick
As long standing clients of Ian, we have always found him to be extremely professional, honest and abreast of current issues which affect us.
Ian has tailored and structured our finances in such a way that we are now confident we will reach our financial/retirement goals. Ian took on board that we wanted to have a clear view on our current position at all times, forward projections and retirement planning and found a product that suited our requirements perfectly. We highly recommend him.
John and Deborah Cousins
We first approached Ian and Milestone after our return from 5 years in Hong Kong and Macau. We had money in numerous different places and multiple superannuation accounts. Although we had saved well and we had realised good returns from our Sydney property, we had no plan.
From the outset, Ian listened to us and our drivers and needs as a family. We are exceptionally time poor and Ian and his team took all of the leg work away from us. We needed this service or nothing would get done! We have benefitted from the “one stop shop” approach that Milestone and Ian can offer. For us this has included refinancing our loans, consolidation of super accounts, establishing more appropriate income and life insurance, establishing education bonds for the children and establishing a passive share portfolio. Further, given the work that Ian has done for us, the monthly fee are very reasonable and we believe we have received value for money.
Notwithstanding all of the above, one of the primary reasons we like dealing with Ian is that he is not afraid to have hard conversations with you. He holds us to account in our own decision making and challenges the long term benefits of the various ideas we have before we land on a final strategy.
Ian is an active listener and has a calm and methodical manner – we genuinely feel we are receiving a bespoke service and this makes him a pleasure to work with. He makes himself available out of hours for us and actively pursues close out of the administration required for the various strategies we have implemented.
To date, we are exceptionally happy with the service and results Ian and Milestone have achieved for us and look forward to continuing the relationship in the future.
Jason Moore and Brooke Beales