How we Work.

The Milestone Advice Process (MAP), was developed to provide a structured and consistent approach to working with our clients, to achieve our goal of helping you to maximise your financial outcomes.

We provide a range of services, including:

  • Retirement Planning: We work with clients as they approach retirement, advising them as they navigate the important decisions relating to the structure and timing retirement benefits. This guidance ensures our clients maximise the tax efficiency of their retirement strategies.
  • Family and Business Protection: We support those in the construction and related industries, to protect their loved ones and businesses against unforeseen events. When prepared for the future, you can focus on your business, knowing you are protected against the unexpected.
  • Investment Management: When it comes to investments, we ensure your assets are managed wisely. Our team will help you identify clear investment goals over multiple timeframes and develop strategies, ensuring your achieve your financial goals.