Financial Advice

Worried mature Couple in Meeting With Advisor

Financial advice when you need it

Milestone Advisory provides investment and protection advice to business and individuals and can assist business owners and families ensure that they have a plan for their financial future.
Milestone Advisory is the preferred provider appointed by CERS and CWPS for financial advice for members when needed, in relation to their retirement planning, investments and life and income protection.
Milestone Advisory acts as the broker for the CERS Death Benefit arrangement and Construction Industry Income Protection Plan.

Corporate Investment

The services provided to businesses by Milestone Advisory include business protections cover such as Key Person and Shareholder Cover. Milestone Advisory can help you maximise your returns with Corporate Investment Bonds, allowing you to take control of your investment strategy and position your company for long-term success. Download our guide to corporate investment here or contact Milestone Advisory to discuss in greater detail.