Milestone Direct

Finance · New Zealand · 1-10 Employees

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Overview

Headquarters

72 Taharoto Rd, Auckland, Auckland, 0622...

Phone Number

+64 94141309

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
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ZI Rank
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About Milestone Direct

Become Wealth is a New Zealand-based financial advisory firm that specializes in investment management, retirement planning, and mortgage advice, among other services. With over $1 billion under advice, they are one of the few firms in the country licensed to manage investments directly, free from bank ownership. Their target clients include individuals seeking personalized financial strategies, from first home buyers to those looking to grow their wealth. The company operates nationwide with hubs in Auckland and Christchurch, providing a boutique experience backed by a team of professionals dedicated to their clients' financial freedom.Explore more
Milestone Direct's Social MediaPopular SearchesMilestone Direct LtdMilestone DirectMilestone Direct Ltd - for all your financial need...MilestonedirectVinessa Orsbourn, Authorised Financial Adviser, Mi...SIC Code 62,628NAICS Code 52,523Show more

Milestone Direct Org Chart

JD
New Zealand flag for contact location.

Chief Executive Officer

PhoneEmail
HM
New Zealand flag for contact location.

Manager, Private Wealth

PhoneEmail
NV
New Zealand flag for contact location.

Manager, Private Wealth & Lending

PhoneEmail
JM
New Zealand flag for contact location.

Manager, Private Wealth

PhoneEmail
NP
New Zealand flag for contact location.

Manager, Operations & Compliance

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MM
New Zealand flag for contact location.

Adviser Associate

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FC
New Zealand flag for contact location.

Adviser Associate

PhoneEmail
JB
New Zealand flag for contact location.

Adviser Associate

PhoneEmail
MM
New Zealand flag for contact location.

Wealth & Lending Specialist

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
JC
New Zealand flag for contact location.

Private Wealth Specialist

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VO
New Zealand flag for contact location.

Financial Advisor

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PC
New Zealand flag for contact location.

Financial Advisor

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Company Profile Activity

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Activity Insights

Milestone Direct is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Milestone Direct is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Milestone Direct.

Milestone Direct Tech Stack

A closer look at the technologies used by Milestone Direct

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Frequently Asked Questions Regarding Milestone Direct

What is Milestone Direct's official website?
Milestone Direct's official website is www.milestonedirect.co.nz
What is Milestone Direct's Revenue?
Milestone Direct's revenue is <$5 Million
What is Milestone Direct's SIC code?
Milestone Direct's SIC: 62,628
What is Milestone Direct's NAICS code?
Milestone Direct's NAICS: 52,523
How many employees does Milestone Direct have?
Milestone Direct has 1-10 employees
What industry does Milestone Direct belong to?
Milestone Direct is in the industry of: Finance, Securities Trading, Lending & Brokerage
What technology does Milestone Direct use?
Some of the popular technologies that Milestone Direct uses are: Proofpoint, Plesk, Microsoft 365, Amazon Web Hosting
How do I contact Milestone Direct?
Milestone Direct contact info: Phone number: +64 94141309 Website: www.milestonedirect.co.nz
What does Milestone Direct do?

Become Wealth is a New Zealand-based financial advisory firm that specializes in investment management, retirement planning, and mortgage advice, among other services. With over $1 billion under advice, they are one of the few firms in the country licensed to manage investments directly, free from bank ownership. Their target clients include indivi... duals seeking personalized financial strategies, from first home buyers to those looking to grow their wealth. The company operates nationwide with hubs in Auckland and Christchurch, providing a boutique experience backed by a team of professionals dedicated to their clients' financial freedom.Read More

What are Milestone Direct social media links?
Milestone Direct Linkedin page Milestone Direct Twitter page Milestone Direct Facebook page
Is Milestone Direct a public company?
Milestone Direct is private company therefore does not currently have an official ticker symbol
See more information about Milestone Direct

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