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About Milestone Direct

Established July 2012

Helping you with: * Planning your retirement: retirement planning * Getting mortgage-free faster * Protecting your family and lifestyle: insurance * Your wealth: earn it, keep it, grow it * Property investments * KiwiSaver * Your first home: mortgage broking * Investments * Advice * Financial planning As Milestone Direct are trusted as official financial advice providers to members of countrywide groups including the New Zealand Defence Force (NZDF) and the clergy of one of the largest Churches, our advisers travel regularly for tasks such as delivering financial advice seminars. This mobile business model keeps costs to a minimum by avoiding fixed locations and means that, if needed, it’s likely we can meet you in person no matter where you are across the country. We can also assist you by phone call, video-call, email, or face-to-face at our Auckland office.

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