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Milestone Direct Ltd

Milestone Direct Ltd
Milestone Direct Ltd is a full-service financial advice firm with a focus on retirement planning, wealth management, and ensuring your funds don't run out before you do. Milestone Direct is unique, with; no product provider ownership, no quotas, and all financial advisers are paid a salary instead of commission. Milestone Direct Ltd are already trusted as the official financial advice provider to organisations such as the NZ Defence Force, so you can trust them too. Call now for a free and no obligation initial consultation, toll-free 0508 645 378 or learn more at: www.milestonedirect.co.nz.

6 financial traps in the time of COVID-19

Like a pack of sharks who smell blood, the scammers are already circling. A decade or so ago, during the Global Financial Crisis, investment fraud and other consumer scams were rampant. Today it’s the COVID-19 crisis, and it’s no surprise the scammers are back in force to prey on people’s …

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What is a reverse mortgage & is a reverse mortgage right for you?

A reserve mortgage is a loan that can enable an ‘asset rich, cash poor’ older homeowner to access the value held in their property by taking out a loan secured against their home. There are usually no regular repayments on the loan. This means the homeowner will receive capital – …

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Don’t let supporting your adult children ruin your retirement

Many millennials are having a tough time launching their adult lives. The usual blame for this is placed on burdensome student loans, job insecurity, high housing or rent costs, and – of course –surplus cash regularly devoted to smashed avocado on toast and the latest iPhone! As a result, perhaps it’s no …

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How to deal with financial uncertainty

A wise man once said: ‘the only constant in life is change’. Of course, a part of change is uncertainty. While you may not be able to prevent yourself from all forms of uncertainty, you can surely prepare well in advance for any kind of financial uncertainty that may occur …

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