Milestone South Canterbury office has been proud to serve the area for more than 15 years in its current form, although its roots go back to the 1980’s when Principal Nigel Kerr started work as a sharebroker. These days the office is headed up by Peter Coltman and Fiona McGlashan. We have extensive experience in Wealth Management and Investment planning. With an office in Timaru the team travel widely meeting a diverse range of clients. Please feel free to contact us for an introductory meeting.

Find the future – Your pathway

Good financial planning helps you take ‘small steps’ and ‘bold leaps’. Great financial planning ensures each is made with confidence.

No matter where you are along the road we can hop into the passenger seat, help set a course and keep an eye out for hazards. We’ll ensure there’s enough fuel to get you where you want to be. We’ll make certain you reach each and every destination with confidence.

Be it beginning work, advancing your career, getting married, buying property, consolidating wealth or preparing for retirement, we have the expertise and experience, the scope and capability for you to plan and prosper.

We can help with:

• Cash management
• Income protection
• Property investment
• Insurance coverage
• Relocation planning
• Investment guidance
• Business optimisation
• Income protection
• Asset sales

Get in touch

Whether you are just beginning to think about your financial future, you need help achieving one of life’s big milestones, or you’re simply looking for some advice from a financial guide, we’d love to hear from you.