The Milton office was established in October 2005 with a commitment to delivering excellence in financial advice for our clients. Our office is owned and managed by a team of professionals - all specialists in their field of financial advice. This brings a level of commitment, focus and motivation not often found in large financial planning groups. Together, as a team, our combined expertise is magnified to better our clients. The success of the Milton office has been driven by developing personalised investment strategies that meet your financial requirements, both now and into the future. We achieve this through relationships based on trust and transparency.