Paraplanner at Milestone Financial Services - Canberra, Australian Capital Territory, Australia
At Milestone Financial Services, we take a Lifestyle approach to financial planning. We do this by helping you clarify the goals you want to achieve in your life, attribute a cost to those goals and then set about helping you reach them. We become your "Financial Coach," providing you with the advice you need right now to grow yourself and your wealth. We call this Lifestyle by Design. Our focus on YOU and your lifestyle goals, dreams and aspirations is what makes Milestone Financial Services unique. So, if you're finances are in need of a 'tune up' because your expectations about life are not being realised please contact us to organise an obligation-free introductory meeting at our expense.