There are two types of financial advisers; those who enjoy the intellectual pursuit of investing and those who enjoy the direct contact with people. It’s a head versus heart thing. We came up with the name Milestone to reflect the kind of company that put people first. As demonstrated by a long history of glowing client surveys, which highlighted how easy Milestone’s financial advisers were to talk to and how much trust their clients’ had in their services, we developed the positioning: “Your financial friend”. Investing isn’t about getting rich, in this day and age it’s about
protecting your savings and assets and growing it in a sustainable way, concurrent with your own appetite for investment risk. This requires an immensely personal relationship with your adviser, one who listens to you and gets close enough to understand your real goals in life. Whatever the major milestone, whether it’s a first home or choosing a retirement village, Milestone is a brand that has a timeless appeal to investors looking for more than just a business transaction with their adviser.