Milestone Financial

Gillian was fantastic with assisting with our recent refinance. Would highly recommend her to anyone wanting to refinance or review their lending options.

My husband and I have been seeing Aaron from Milestone for a couple of years now, and it has honestly been the best financial investment we’ve ever made in ourselves. Aaron has given us practical tools, kept us motivated and on track, and helped us develop a completely new perspective on our finances. He has also implemented strategies across our investments, super, and income insurance to ensure we feel secure and well protected. On top of all of this, Aaron feels more like a friend than a financial adviser and always explains things in a clear, easy-to-understand way. We would highly recommend Aaron to anyone!

The team at Milestone financial are so welcoming and Micheal is an excellent financial advisor. He explains complex topics in a simple and clear way. I always felt more confident after speaking with him. He is approachable and genuinely helpful

Andrew Boulds has given me the most sound financial advice, over the last 13 years. His advice and actions have completely turned around my financial circumstances. I have now ceased full time employment in a very sound, stress free financial position. It is my greatest pleasure to recommend Andrew and Milestone Financial in the highest possible terms.

Aaron is a highly professional and knowledgeable financial planner. His advice was clear, tailored, and strategic, making complex matters easy to understand. He took the time to understand our goals and delivered practical, trustworthy guidance. Highly recommended.

I can't recommend Aaron at Milestone Financial highly enough. From the very beginning, he's been incredibly supportive, patient, and flexible with my schedule. I never felt judged or rushed - he took the time to explain everything clearly and helped me actually understand investing instead of just handing me decisions to sign off on. His team has taken such great care in building my financial portfolio, and I genuinely feel like I'm in safe, capable hands. I've learned so much through this process, and I feel far more confident about my financial future. If you're looking for a financial advisor who is knowledgeable, approachable, and genuinely invested in your wellbeing, Aaron is the one.

My wife and I came to Milestone about a decade ago. We were approaching retirement and our provision for it was ... inadequate. My wife had some superannuation from child-interrupted employment. I was self-employed and had just a little from old jobs. Someone we trusted had recommended Milestone. After an initial meeting and advice with the principal of the firm, Andrew Boulds was assigned as our on-going advisor. He has been that ever since. Our most recent meeting with him was only a week or so back. We are both now retired, living in a nice home with an adequate retirement income. At that recent meeting, we found that our superannuation capital had actually increased ever since retirement, and over the last year, even though we'd drawn comfortable incomes over those years! Andrew has consistently given sound advice. And the fact that he's still there after all this time is comforting. Highly, highly recommended.