Milestone Financial Corporate Brochure

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milestone financial

Own your tomorrow Your goals are at the heart of our advice


AMP Advice is a registered trade mark of AMP Limited, licensed to Milestone Financial. Milestone Financial Services Pty Ltd (ABN 68 100 591 508) is an authorised representative and credit representative of AMP Financial Planning, Australian Financial Services Licensee and Australian Credit Licensee. This brochure contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. If you decide to purchase or vary a financial product, your financial adviser, Milestone Financial Services Pty Ltd , and other companies within the AMP group may receive fees and other benefits. The fees will be a dollar amount and/or a percentage of either the premium you pay or the value of your investments. Please contact us if you want more information.

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Contents All about your goals

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Goals 360

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What you can expect

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Working with you

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A bit about us

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What others have said

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All about your goals

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Understanding you and your goals Your goals are important as they define what you really want from life. But somehow, they often get put on hold, while you deal with the demands of today. We can work closely with you to help you realise your goals. You’ll have the opportunity to explore your goals with our interactive digital experience. Then you can choose to have one of our qualified advisers build a personalised plan to help you get there. We can also be there to help you track your progress along the way — helping you feel in control and confident that you’re on top of your finances.

How your goals drive our advice Understanding who you are and what you want to achieve in life is our priority, from our first conversation. It’s only when we know you and your goals better that we can build a plan to help you get there. That’s why at our first meeting, we’ll help you explore your goals.

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Goals 360

a goals-based advice experience

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Kicking off the experience The journey towards reaching your goals starts with our interactive technology— a unique way to explore your ambitions and gain a clearer perspective on what really matters to you. A goals coach will walk you through the process, helping you to visualise and explore your goals, think about your future in a different way and prioritise what’s most important to you. You’ll receive a comprehensive summary of your personal goals and priorities. If you choose to proceed, a qualified financial adviser can then work with you to help you explore your options and build a plan to help make your goals a reality. We can also help you track your progress if you decide you’d like help staying motivated and accountable.

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What you can expect

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Our approach Financial advice doesn’t need to be complicated. We want to make sure you’re clear about everything we present to you.

Get goal ready Get ready to focus on your goals by thinking about your plans, needs and ambitions

Here’s how it works:

Track my goals

Explore my goals

Track your progress to help you stay motivated and accountable, and choose the support level to bring your Goals Plan to life

Explore and prioritise your goals using our interactive technology, and receive your personalised Goals Summary

Plan for my goals Plan how you could get there with personalised advice tailored to your goals and needs, and receive your Goals Plan

Explore my advice Consider options to help balance your longer term goals against the financial needs of today, and receive your Advice Exploration Summary

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Working with you

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Our values When it comes to getting help with achieving your goals, it’s important to know that our values line up with your own. So, here’s a bit more about us. Our passion is to help you reach your goals By creating realistic and solid plans to sit behind your goals, we aim to help more Australians, like you, live a better tomorrow. A plan designed just for you We’ll take the time upfront to fully understand who you are, what you want, and your unique situation before we start looking at how we can help you. A long-term relationship We offer most value by helping you throughout each stage in your life, forming a strong relationship along the way. The simpler, the better We want to help you understand everything we present to you, and that includes using clear language, being upfront about our fees and process. Maintain our high standards You can trust that we will act professionally and in your best interests to deliver you high quality service at every level. 11


A bit about us

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Milestone Financial

Milestone Financial is one of Canberra’s most successful financial planning businesses and our advisers are specialists in all areas of financial planning. We also have an Mortgage Broking Team - Milestone Lending, so we can help you with any debt or lending needs you might have. We are different to most other financial planners because we believe in a collaborative approach to financial planning, working with you to help you achieve your goals. However, it takes time to build a successful financial plan. That’s why we think it’s important to establish a strong working relationship with you over many years. We are committed to an ongoing education program for our clients that includes regular workshops covering financial basics, property investing and other specialist topics. We also provide a monthly newsletter which includes interesting educational articles on financial and lifestyle topics. Milestone actively supports many charities in the local area including AMP’s Cancer Council Pro Bono Program. We support local charities including Hartley Lifecare, with Team Milestone regularly participating in the Cycle Challenge from Perisher to Charlotte Pass. Our work with local charities allows us to give back to community and help families find financial certainty in times when an illness, disability or personal circumstance has taken this away.

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What others have said Milestone sat us down and showed us the building blocks to a secure financial future. Once I saw how it all worked, it changed the way I perceived financial planning. David and Mary To say I was impressed with what Milestone Lending were able to achieve in regards to my loan is an understatement. I am greatly appreciative for not only the loan, but also for their professionalism and communication that was first class. S Deane

These clients have agreed to share their stories. Everyone’s situation is different, so their choices and outcomes may be different to yours. Consider your circumstances before deciding what’s right for you.

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Contact us 12A Thesiger Court, Deakin, ACT 2600 Phone 6102 4333 Email enquiries@milestonefinancial.com.au Web www.milestonefinancial.com.au


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