DIMENSIONAL FUND ADVISORS
A preferred investment manager due to a long history of delivering on what they promise is Dimensional. When it comes to helping clients manage their money, we seek partners who are consistent in their approach, clear about their purpose and look at managing the investment as if it were their own. They are a Global money management firm that has a sound history of investment results and a systematic approach meaning we are not relying on one person’s ‘skill’.
For more than 30 years, Dimensional has been translating compelling research into practical investment solutions.
This platform is one of our preferred investment administration service providers. When it comes to client service and efficient and effective administration solutions for diversified portfolios either inside or outside of Superannuation, we choose Macquarie Wrap as they are regularly selected as a leader in this area.
FYG PLANNERS PTY LTD
FYG is our Dealer Group or Australian Financial Services Licensee. What this means is they provide professional support for Milestone Financial Planners to meet our legal commitments when it comes to providing financial advice. FYG are a group of like-minded fee for service financial advisers who at their core ensure the best interest of their clients is the centre of their advice.
BT FINANCIAL GROUP
This platform is another one of our preferred investment administration service providers.