Milestones
to Consider
Make your next
financial move
a good one
Now is an ideal time to review your financial health
and take steps to update your financial plan.
[Please tick the following if you agree]
I have my retirement sorted. I know what I will need
and how to get there.
Suite 14, Wicksteed Terrace
PO Box 4145, Wanganui 4541
I am in Kiwisaver and I am in the “right” fund for me.
I have had a qualified adviser look into my affairs.
Telephone: +64 6 349 0089
Freephone: 0508 MILESTONE
If I become seriously ill or have an accident, I have
the right protection in place, as my income is my
greatest asset.
Facsimile: +64 6 345 8792
My personal insurance has been reviewed by a
qualified adviser in the last 2-3 years.
Over the years, we have been privileged to care for
the financial needs of a diverse roster of clients and
they appreciate us as much as we appreciate them.
We’ll be happy to send you some of their testimonials
about our services.
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Clients Rate Us Trustworthy
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It is very important if you have not ticked all the
boxes, please contact us so we can assist you with
more information and options around how to best
secure your financial future.
Wi
Vic
Give us a call today to discuss your
financial future
ing
If I was to pass away I know that my family would be
financially ok.
www.milestone.co.nz
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[email protected]
www.milestone.co.nz
T: +64 6 349 0089
F: +64 6 345 8792
Our Financial Experts
Helping you
achieve a better
financial future.
Invest
Comprehensive and precise – this is our approach to
investing. You are unique and so are your needs and goals.
As your investment adviser, we will always be accessible to
you, addressing your issues quickly, effectively and to your
satisfaction.
Committed,
Courageous
& Caring
Doing what is right for our
clients. Striving for the solution
most applicable for you.
Our highly qualified financial experts are
committed to you, striving for the best
solutions for your future. Our clients put their
financial future in our hands and we take that
responsibility seriously. We continually strive
for excellence in our service and prove them by
our results.
• Kiwisaver
Retire
The time to plan for retirement is now. Growing old is definitely
challenging but with the right preparations in place, you can
eliminate your financial worries when you hit this important
milestone.
Insure
Our insurance advisers keep up to date with what is available
to you in protection products and match them with your
changing situation. Don’t wait until a crisis happens to make
sure you have the right kind of cover in place.
Our advice covers
• Life
• Income Protection
• Health
• Business
• ACC
GDBS (PFP), Member of IFA, AFA CFPCM
Business savvy, empathetic and
proactive in ensuring his clients
retirement goals are met. Specialising
in investment planning, portfolio
management and retirement savings,
Stephen invests a lot of time ensuring
he is up-to-date with the financial
world through research, seminars
and active involvement on investment
committees. His wealth of knowledge
ensures he can provide comprehensive
and sound advice to his clients.
Matthew Watt
Our advice covers
• Portfolio Management
• Superannuation
Stephen Collier
• Trauma/Permanent
Disablement
• Mortgage Protection
• Debt and Share Protection
• Key Person
Disclosure statements are available upon request
AFA, BBS, GDBS (PFP), Member of the IFA
Passionate and driven ensuring his
client’s needs are put first. Specialising
in investment planning, KiwiSaver,
personal insurance protection as well
as ACC levy management. Matthew
knows that preparing for the future and
protecting the unforeseen are important
in achieving your financial goals.
Matthew’s expertise extends to a broad
range of clients from retirees, new to
business, tradesmen, professionals and
families.
Sarah Koubaridis
Member of IFA, CLU, BBS,
GDBS (PRM), AFA
Proactive in ensuring she is compliant,
honest and giving comprehensive advice
at all times. Sarah specialises in personal
and business insurance. She has a wealth
of knowledge extending to protecting
your business around key person risk,
shareholder protection and debt protection.
Your ability to earn an income is your
greatest asset so ensuring it is protected
should you be unable to work is
vitally important.