LUKE AND JACQUI
“Setting financial goals – the big ones and the small ones – have probably made us better at setting more personal goals.”
With the opportunity to buy a new home and the exciting news of expecting their first baby, they can enjoy all aspects of life that make them happy knowing they have financial security. Visiting family, fly fishing and long bush walks and the independence of two cars has created a lifestyle they always hoped for.
With the professional guidance from Milestone we are making informed decisions that move us closer to our financial goals…
”We were given Milestone’s details some time ago but didn’t make contact because we felt our finances didn’t warrant it. However, over time we became more uncertain about what we needed to do to take the next step and get off what seemed like a financial treadmill. Since joining we are gaining skills that are changing our lives and that we can pass on to our daughter. With the professional guidance from Milestone we are making informed decisions that move us closer to our financial goals and for the first time in our lives we are finally in control. We wish we’d contacted Milestone sooner!"
Emma & David Corbett
DAVID AND MARY
"With our retirement in mind we are really looking forward to our future."
Milestone sat us down and showed us the building blocks to a secure financial future. Once I saw how it all worked, it changed the way I perceived financial planning. They give me constant encouragement, they give me new goals to achieve – and I like achieving them…I feel like we are set up for a good retirement which I couldn’t have said 5 or 10 years ago.
…brought us both in to our financial goals in our time was wonderful.
”As is the case with everyone in the world, we would all like to have wealth to make our lives better. As I am putting together my final notes for my FOS case, I wanted to express my gratitude to say thanks for facilitating our needs and restoring our faith in people that work in your industry. The way in which you facilitated our decisions was very calming and brought us both in to our financial goals in our time was wonderful. We have handed over control to financial advisers before and felt powerless. I should have seen the signs when I signed up to a 30 year plan, but maybe I wouldn’t be writing this email if I hadn’t been involved with financial advisers with approaches that were miles apart!“
“I realised that it was time to get some financial advice.”
I said to my wife, I don’t want to be someone who is retired and cant do the things they want to do. So I went over to Milestone, sat down in their office and had a chat to Rob and that’s when I realised I needed financial advice.
”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
Ray and Michelle
I originally went to Milestone and met Rob to talk about Public Liability Insurance for my business. Back then he told me about personal insurance – being young healthy and fit I didn’t really think I needed it. We decided to take out our own personal income protection – specifying my trade. Ticking that extra box made all the difference for our future… Knowing that we had all the right insurances in place – it was a massive relief. If I could give anyone advice out there – go to a financial adviser, get the guidance, have a plan for your future…
”We really feel that Milestone care about our circumstances and will do their utmost to keep us on track and to help us meet our goals”
”Having each section of your personal finances broken down and mapped out to give you attainable goals make things a lot more achievable. Busy people often know what they SHOULD be doing but find the thought of dealing with and researching the process becomes too time consuming and daunting, it often goes into the too hard basket or ”I’ll do it when I have time and that never comes“. I really appreciate the regular communication as well, at no stage was I left wondering what was happening. This is an extremely sound service to help you achieve your financial goals whatever they may be. We all have different things we want to achieve and to have a professional sit down and go through your individual circumstances can highlight some potential pitfalls coming that you weren’t aware of, or point out a more efficient model of what you already have in place that may be more beneficial and get you where you want to be that much faster.
We all want to get ç”there” as quickly as we can and for some us accountability and sound advice is what we need to do it. We definitely need someone dangling a “carrot” just in front of us. Left to our own devices – we’d eat it! …we are extremely happy thus far and LOVE the personal touch of the birthday card and voucher – thank you! We really feel that Milestone care about our circumstances and will do their utmost to keep us on track and to help us meet our goals. We don’t feel part of a “one size fits most” process, its tailor made to help our situation, and that really motivates us as we can really see we will get results if we follow advice given. I also like the fact we work on short-term goals alongside long-term. I’m very impatient and if I’m only given something that will pay off in 10 years’ time, I’m likely to stray from the path. By putting in place short term goals I’m kept focused. Thank you!”
Amanda and Shane Thompson
“I go into retirement feeling a lot less apprehensive about my financial future.”
“I owe you a great deal for your support over the past three years. I go into retirement feeling a lot less apprehensive about my financial future thanks to your good advice and direction. Thank you. Not just for the past three years – but since we first met back in 1997/8. You are an asset to the industry!”
“…provides sound advice in a clear and useful way.”
“Aaron is a highly efficient, reliable and easy-to-deal with guy. He has a wonderful ability to inspire confidence in his clients and provides sound advice in a clear and useful way. I would recommend Aaron to anyone who wants great, trustworthy and efficient service.”
“…the Milestone team helped us achieve our desired outcome and gave us peace of mind for now and in the future”
“We were introduced to Milestone by a friend who had recently utilised their services. Being a young family with children, we wanted to ensure we were able to protect our assets and lifestyle by having tailored advice to suit our personal circumstances. Our dealings with Aaron, who was able to explain a lot of the services, processes and benefits of the recommendations in a manner we could relate to, and in conjunction with the Milestone team, helped us achieve our desired outcome and gave us peace of mind for now and in the future.”
Dianne and Eugene Smith
“Their ability to see insights and spot opportunities that I would not have found myself…”
“I have always found Milestone Financial to be beyond reproach, completely honest and transparent, often to the point of denying themselves any sort of reward, advantages or commissions. Their ability to see insights and spot opportunities that I would not have found myself, has time and again quite impressed me, and I greatly value their holistic approach in helping you to set your goals and to chart that tricky balance between achieving your long term future goals versus living and enjoying life now.”
”What was immediately clear to us is that his greatest interest is in our financial success“
”As active investors, having a quality financial adviser is essential to keep us on target to meet our financial goals. Darren Laudenbach from Milestone Financial Services is unique. What was immediately clear to us is that his greatest interest is in our financial success. Like you would expect from any of the best financial advisers, he gives a comprehensive professional service, covering all aspects of our financial requirements to complement our active investment activities. What makes Darren stand out from the many advisers we have met is that he’s already successful financially and is an astute investor in his own right. That and the fact that we employ Milestone on a retainer basis makes Darren’s advice far more valuable to us, as it is independent and well informed. We highly recommend Darren and Milestone Financial Services to anyone serious about becoming financially successful.“
Mark Exall & Barbara Beatty