Our services

The Milestone Direct team have a broad range of knowledge from insurance and investments to banking products such as mortgages and credit cards. They are able to use their knowledge to meet your financial needs and goals, whatever they are. Our services include:

Financial advice

Our financial advice plans are specifically structured to meet your needs rather than one package to fit all clients. This allows us to save you money if you only need limited personalised advice, where the majority of advisers will charge you a set fee regardless of the range of advice required.

Mortgage advice

We provide mortgage advice services to existing and new clients. Our trained and experienced staff can advise on what you should do and where we can obtain the most competitive products. They will help you apply for your mortgage and assist you through the entire process.

Foreign exchange

Our partner XE provides a simple way to send money overseas at better rates, with free no-obligation registration and special benefits for NZDF members or Milestone Direct clients. Find out more.