Welcome to Milne Financial Planning!
Honest, independent retirement advice
you can trust.
What sets us apart from other advisors is your choice of services
One-time services
- This is the perfect choice if you're looking for answers without an ongoing partnership.
- We work together with you to co-create your plan.
- We map out your directions. You implement your plan on your timeline.
Ongoing services*
- This is perfect choice if you are looking for ongoing support and partnership in your financial journey.
- You get peace of mind, knowing that we're here to answer your questions along the way.
- We implement your plan and manage your portfolio; freeing you to enjoy your life.
*Many advisors require that you manage their assets to be an ongoing client, with Milne Financial Planning you make that choice.
Here are a few quick facts about us:
We are experienced. We've been helping clients achieve their financial goals since 1996.
We are a fiduciary to all clients. This means we put our client’s best interests before our own.
We are independent. The only quota we strive for is the service we provide to our clients.
We are Fee-Only. This means we do not sell investment or insurance products, so the advice you receive is unbiased, conflict and sales commission free.