CPAS established Milestone Advisory in 2014 to provide additional services to CPAS clients and to the broader CIF membership. Milestone is a financial advice business, offering financial planning services and advice across a wide range of financial products.
The Milestone approach is based on assisting clients to achieve their financial objectives through a rigorous process that includes:
- Helping clients identify their desired financial outcomes
- Helping clients understand their current financial position
- Assisting clients in identifying their tolerance for risk
- Developing a financial plan that will outline how clients can achieve their objectives
- Helping clients to implement that plan through putting the required solutions in place.