Personalized strategies to ensure a comfortable and secure retirement, including superannuation optimization and income planning.
Tailored portfolio building and management to grow your wealth with clear, strategic advice and ongoing support.
Comprehensive financial planning services covering goals, risk assessment, and long-term strategies for individuals and families.
Expert guidance on superannuation funds, contributions, and strategies to maximize returns and secure your future.
Customized plans to increase capital and achieve financial objectives through sound investment and savings advice.
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.
Milestone Financial have been providing us with financial advice for 10 years or so and the advice has been and continues to be awesome. We initially wanted "how will we ever be able to retire" advice, and now that we are retired, we get great "how to gain best returns" on our investments advice. They know all our requirements and our personal and financial situation and even though it is business, we are friends. We are constantly amazed how good the advice is, we remain a client. I have recommended our friends to them and a number of our friends are their clients also.
A Partner You Can Trust I've had a truly exceptional experience working with Milestone Financial Services. Their team has consistently proven to be both reliable and trustworthy, which are the two most important qualities I look for in a financial partner. From our very first meeting, they took the time to listen to my goals and concerns, providing clear, actionable advice that was tailored specifically to my situation. What stands out most is their commitment to integrity. I always feel confident that they have my best interests at heart, and their guidance has helped me feel more secure about my financial future. The communication is always transparent, and I never have to worry about hidden fees or complicated jargon. It's rare to find a service that combines such professional expertise with genuine care for their clients. I wholeheartedly recommend Milestone Financial Services to anyone seeking a reliable and honest team to help them navigate their financial journey. They are more than just a service; they are a partner you can truly depend on.

Your trusted partner for financial security and growth in Deakin.
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Milestone Financial is a premier financial advisory firm in Deakin, ACT, specializing in personalized retirement planning, investment management, and comprehensive financial strategies. With a 5-star rating from over 130 reviews, our team, led by experts like Andrew Boulds and Aaron, provides clear, trustworthy advice to help clients achieve their long-term goals. We focus on building lasting relationships, offering tailored solutions for retirement, superannuation, and wealth growth, ensuring you feel confident and secure about your financial future.
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