Milestone Wealth Pty Ltd- Blacktown Office and Oran Park office

Kylie Clinch Edited a year ago

I would just like to say that Viral at Milestone Wealth has done an amazing job so far. He has helped my husband and I with buying our 1st house together and the process went very smoothly as he was in contact with the solicitor & brokers. He went above and beyond. He is doing a great job with our Superannuation and has given us great advice. We are very impressed with the service he has provided. Thank you Viral we appreciate everything you have helped us with. Mark & Kylie

Ananda Akmeemana 3 years ago

Viral Shah has helped me with my finances ever since I retired & I have no regrets whatsoever to have had him guide me into the financial future. He has been most helpful & assisted me to see things that I couldn’t see forehand in the financial scene & always did that extra mile to make me comfortable & understand things. He is a very professional financial planner with a wide range of knowledge & I do not hesitate to recommend him and Milestone Wealth Pty Ltd to anyone seeking financial assistance. I know I am in safe hands.

dennis jackson 3 years ago

I have been retired now for over 12 years. I had several Financial Advisers prior to my retirement many in my opinion were not up to my expectations to handle my Portfolio. With good luck I came across Viral from Milestone Wealth I was so impressed with his experience and knowledge and how he spent time to listen to my goals and set out plans to achieve these goals. I made the decision for Viral to handle my Portfolio. It was the best decision I could have done. Since being with Milestone Wealth every year's goal have been better than expectations. I highly recommend Viral from Milestone Wealth for any Financial Advice

Loretta Parker Edited 3 years ago

I have the privilege of working with Viral Shah from Milestone Wealth and I couldn't be more pleased with the experience. From the very beginning, his expertise and dedication shone through. Viral took the time to truly understand our financial goals and tailored his advice to suit our situation. His in-depth knowledge of investment options, retirement planning, and tax strategies was evident in every conversation we had. Viral patiently walked my husband and I through complex concepts, ensuring I was comfortable and informed every step of the way. Throughout our collaboration, Viral exhibited the highest level of professionalism and integrity. We have never felt rushed or pressured into making decisions. Thanks to Milestone Wealth's guidance, I am now on a much clearer path towards achieving my financial objectives. If you're in search of a financial advisor who truly goes above and beyond, I wholeheartedly recommend Milestone Wealth.

Jasjit Singh 3 years ago

Financial investment being a risky endeavour, we appreciate Viral's approach that aligns with our family's values. We could trust Viral's team at Milestone Wealth to provide advice that would take our family into the future without taking risk's we are not comfortable with. With Viral we feel comfortable to ask for financial advice beyond the scope of the works we have employed Milestone Wealth for. We look forward to working with Milestone Wealth for many years into the future.