Welcome to your client portal

As a valued client of Milestone Financial Planning Ltd, you have your own personal finance portal, where you can view your finances in one place, 24/7, on any mobile or web device.

It enables you to view your fund information and financial portfolio in an instant. So whether you’re looking for an up-to-date valuation of your portfolio or want to assess how you’re progressing against your goals, your portal has it covered.

Please click here to login: 

If you are not already registered, please click here to register:

Please note that by doing so you will be leaving our Milestone Financial Planning Ltd. website, and will be connected to a third party web. We are not responsible for the information, content or product(s) found on third party web sites.