Our Story

Meet John Milner

John grew up in West Auckland. His father was in multiple businesses. Over the years, he watched him and saw how companies affected the financial landscape.

After seeing friends and family invest in the share market as if they were playing Lotto (and winning like it as well), John realised the value of advice. He became eager to learn and help others succeed.

He started his career in the music business. Being part of international deals and seeing the industry fade over time, he learnt what worked and what didn't and gained an understanding of what a strong financial investment is.

John was then involved in retail. He worked with big companies like The BBQ Factory & Noel Leeming's when they were only in their early days.

He loved the excitement of growing these businesses from just 1 store into big retailers and got a taste of how businesses could be scaled.

From there, together with two business partners, John built a successful financial services business that became the gold standard in New Zealand.

Now John's boutique practice works with a small number of private clients. He enjoys working with them helping them create a retirement plan that works for them so that they won't outlive their money.

Qualifications

Post Graduate Diploma in Business Studies (Personal Financial Planning) 

Certified Financial Planner (CFPCM)

Certified Life Underwriter (CLU)

Accredited Investment Fiduciary® (AIF®)

Certificate Financial Services Level 5

Qualifications

Post Graduate Diploma in Business Studies (Personal Financial Planning) 

Certified Financial Planner (CFPCM)

Certified Life Underwriter (CLU)

Accredited Investment Fiduciary® (AIF®)

Certificate Financial Services Level 5