As a fully qualified Financial Advisor, Rosie, through her privately owned company, Milestone Financial Planners, is qualified to provide financial advice.
Our clients are often busy people, they are either small business owners, employees or retirees, who greatly value having more discretionary time.
While they have differing goals, incomes, and lifestyles, they all share one thing in common, entrusting us with their finances, so they can focus on themselves and their families and enjoy a great quality of life.
If its trying to organise your cash flow structure, your super consolidated, your life and income insurance tidied up, establishing a savings plan, putting in place a WILL, or all of these things, we are able to help you put the right solutions in place.
Milestone Financial Planners are a privately owned financial advice firm. We are not aligned with any banks or financial institutions.
Therefore our advice is not compromised nor conflicted and always in your best interest.
We are in the unique position of combining financial planning, business accounting, tax accounting and self-managed-superannuation fund (SMSF) expertise.
If you would like more information on Financial Planning, please click here.