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About Us

Guiding Your Investments with Trust and Care

Milestone Wealth Planning is a holistic wealth management business, providing independent financial advisory and investment services to its valued client's.


The success of Milestone Wealth Planning is driven by how we interact with our client's; understand their individuals needs and wants; and how important we make them feel because of their connection with the business.
 

Our clients' interests always come first; we do what we say we are going to do and always treat our clients with respect.
Milestone Wealth Planning’s specialises in self-managed super funds; superannuation and investment management (GESB West State & GESB Gold State); retirement planning; cashflow and budgeting for wealth creation; and personal protection.

Team Meeting

Our Story

Milestone Wealth Planning was born out of a unique opportunity during the challenging times of the Covid-19 pandemic in 2020.  We set out to provide holistic financial planning advice, with a special focus on providing bespoke investment portfolios utilising a core selection of ASX 300 listed stocks. Our services cater to both wholesale and retail clients, ensuring tailored solutions for a diverse range of financial needs.

 

From our humble beginnings, we’ve built our reputation on the strength of word-of-mouth referrals. Our clients appreciate our personalised approach and commitment to their financial success, and they have been our greatest advocates. As we continue to grow, we remain dedicated to fostering relationships with like-minded individuals who value trust, expertise, and a shared vision for financial prosperity.

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At Milestone Wealth Planning, we believe in investing in your dreams and guiding your financial journey with care and precision. Join us, and let’s achieve your financial milestones together.

Meet The Team

Our Partners

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