Milestone Financial

We have been using Milestone Financial for a number of years. It has been wonderfully helpful in navigating from working full time through the early years of retirement. That transition can be confusing. Milestone gave us confidence when facing the many options and has set us up for a comfortable retirement. Always we sensed their interest in us and commitment to the best outcomes for our individual needs and circumstances.

My husband and I have been long time clients of Ian Hayes. He has provided us with great financial advice which has been very helpful navigating small business, financial security and retirement plans. We also appreciate his honesty and humanity. We have no hesitation recommending Milestone and Ian’s services.

Great team that work for my retirement future. Do you want to build a secure foundation of investments towards comfortable retirement? Do you want the confusion of all that entails removed? Talk to Rob and the team from Milestone Financial. They will look after you.

Aaron and team at Milestone Financial provide a professional, impartial and transparent service. My wife and I have been happy clients for many years!

Milestones have been fantastic financial advisers. Ian Hayes is a tremendous support - he is a warm and wise person who is always happy to make time for a chat. I recommend Milestones very highly indeed.

Great friendly advice.Very helpful and extremely informative.Robert has given us valuable information to make informed decisions.Robert also has a heart to help others both financially and emotionally.We recommend him and Milestone highly.Craig Holford

Effective management of family finances is a critical challenge for all of those who, in these unequal times, are fortunate enough to have choices to make. The task is a hard one, given its complexity and the uncertainties associated with share markets, exchange rates and a nation's economic pathway. It is therefore a great relief - and a boon to retirement - to have a financial planning team in which one can trust entirely. In our case this is Milestone Financial, based in Canberra. The team at Milestone, led by Rob and Ian, provide us with detailed, well-researched advice on all aspects of our family's financial arrangements. They are responsive to our particular circumstances and are always willing to give us the time to ensure that we understand the options available and the reasons why one of them might suit us better than others.Almost as important to us as their professionalism in furnishing advice is the relationship Milestone develops and maintains with us as clients. Their whole team, from Director to 'back office' and 'the great upstairs', is personable and obliging.It is a pleasure to be looked after by Milestone personnel and a relief to know that they can be relied upon to protect our Interests.

It was suggested to us to engage with Andrew Boulds at Milestone to get our financial situation cleaned up and to outline a plan for the future. Andrew provided wise counsel and we are in a solid financial position which has been continuously fine tuned to our risk profile. Recommended.

Andrew is an outstanding financial advisor. He is intelligent, thoughtful and courteous, and explains in detail his recommended actions. He always works to build trust and confidence in our investment choices. I would highly recommend him if you are looking for an advisor that will genuinely work for you and in your interests.

Our experience with Milestone has been very positive and helpful. Their advice re superannuation, investments, loans and insurances has turned out to be very productive for us, leading to a great sense of financial security for our future. The prompt action and efficiency of Ian Hayes and the staff has been second to none. We have no hesitation in recommending Milestone as a great organisation for financial advice and planning.