Robert Smith-Saarinen

Milestone Financial Services Pty Ltd

Bronze

33 Yrs Experience

Deakin, ACT 2600

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I’ve been a financial planner for over 35 years, during which I’ve had the privilege of working with a wide range of clients. At Milestone Financial, which I’ve owned for over 20 years, we see ourselves as a general practitioner for financial advice—providing clear, strategic guidance to help clients achieve their goals.

As a business, we have many areas of specialisation, including CSC defined benefits advice, aged care, and debt management. Over time, I’ve also developed a particular focus on supporting small business owners with their financial planning, as well as advising on self-managed super funds.

I thoroughly enjoy working in this industry and believe there is enormous potential to make a real difference in people’s lives by helping them take control of their financial future.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Redundancy
Growing Assets
Wills & Estates

At Milestone we offer an initial meeting at no charge. The idea of this meeting is to allow you to understand how we approach financial advice and for us to understand your particular financial planning needs. From that we'll give you an understanding of how our fees work and allow you to take some information away to decide. We tend to keep our fee structure very, very simple and more importantly there's no extra cost. So once we've agreed on a fee for the advice that we're going to provide, that fee won't change throughout the course of the advice process.

5.00 September 2024

Robert has been advising us for a number of years. He is very good at clearly and simply explaining our various options and then allowing us the time and space to select what we feel comfortable with.

5.00 November 2023

We have been clients of Rob's for about 5 years. He has taken all the stress out of retirement by advising and acting on our behalf in all areas of our retirement planning. He's very approachable, easy to understand and always gets back to you promptly if you have a concern or question. We would wholeheartedly recommend Rob and look forward to continuing our relationship with him and Milestone Financial.

5.00 February 2020

'Robert has given me advice in areas including Superannuation, Retirement Planning, Budgeting, Shares and Investments. Robert has always been able to explain things to me in a clear way. Through Robert's knowledge and experience, I feel very confident that the advice given was right for my needs. I've always received Robert's full care and attention when I needed it with my Superannuation investments.'

5.00 February 2020

Robert has been our financial adviser for eleven years. He has always been available when we have needed help in our financial matters. He is always able to explain things to us in a clear and concise manner. We have every confidence in the way that he advises and handles our financial matters.

5.00 February 2020

Robert knows what he is talking about and has given me solid advice up to now. He explains things so that I'm able to understand and will check if he is unsure about anything . He is always helpful and makes time to see me

Adviser status Bronze
Rating 4.91
Number of reviews 14
First year providing advice 1992
Years of experience 33
Highest qualification
- Certificate IV in Financial Services (Finance and Broking)
Language spoken
- English