Financial Advisors in Timaru

Milestone Financial's Timaru office has proudly served the South Canterbury region for over 15 years. Our experienced financial advisers provide comprehensive wealth management and investment planning services tailored to a diverse range of clients. Our Services: Retirement planning Investment strategies Discretionary Investment Management Services (DIMS) KiwiSaver Our Approach: We focus on building long-term relationships, collaborating with clients to understand their financial goals and develop tailored strategies.

Servicing the South Canterbury, North Otago and surrounding areas, I can show you how to protect the most important people in your lives with the best insurance and financial solutions available, helping to create certainty control and cashflow when you need it most.

Lifetime. It's a little word with a pretty big meaning. And because you only get the one, it's good to know that there's now a single place for financial advice covering all the 'must haves', the 'would likes' and the 'what if's'. We get that money means different things to different people. But we all agree that it's better to have it, than not. Our services start with a chat, and end with an action plan, using our insights and our know-how to help you kick some real goals. All so you can build a better life on the journey ahead. For a lifetime.

At Mainland Insurance, Mortgages and Investment - all your needs are covered under one roof. Whether you are looking for guidance on investment options, securing a mortgage or the best insurance package, Mainland offers you impartial, specialist advice. Get in touch with our team today.