Milestone helps you achieve your goals
Milestone is different because we are 100% focused on helping you to achieve your goals. We believe that everyone should follow what’s in their heart. We’ve created a tool that helps you to understand what your ideal future may look like, and how you could get there.
The Goals Explorer is an innovative approach to financial advice. It allows you to explore as many life goals as you’d like. Using modern touch screen technology, you can explore what’s important to you. With guidance from one of our coaches, the Goals Explorer will help you plan and prioritise your goals so you can see where you want life to take you.
The Milestone Approach
It may seem daunting but we will guide you through every step of the financial planning process. Everyone is different, but generally the process is as follows:
Explore Your Goals
Your goals are important as they define what you really want from life. But somehow, they often get put on hold, while you deal with the demands of today. The journey towards reaching your goals starts with our interactive technology— a unique way to explore your ambitions and gain a clearer perspective on what really matters to you. A goals coach will walk you through the process, helping you to visualise and explore your goals, think about your future in a different way and prioritise what’s most important to you. You’ll receive a comprehensive summary of your personal goals and priorities.
Explore your options
If you choose to proceed, one of the Milestone Financial advisers can then work with you to help you explore your options. Together you can consider options to help balance your longer term goals against the financial needs of today.
Plan for your goals
We will develop a step by step plan to help you achieve your goals. This will also include a ‘Plan B‘, in case something goes wrong (life has a way of getting in the way sometimes).
Track your goals
We can also help you track your progress if you decide you’d like help staying motivated and accountable. If you are on an on-going service, you will receive reports on your investments, the state of the market, current trends, possible new investments, and check your overall progress.
What our advice might include
Depending on your goals, our advice may include:
- Cash flow and budgeting tools
- Debt management and strategies
- Investments (shares, property, other)
- Super funds
- Estate Planning
If you would like to know more Contact Milestone for an obligation free appointment.