Milne Capital provides bespoke financial services designed to meet your current and future needs, from determining the right levels of insurance,
to maximising your superannuation.

 

At Milne Capital we have over 17 years of experience in planning and improving client’s financial situations and throughout the years have developed a strong and diverse network with some of Australia’s largest financial institutions and insurers, ensuring you receive the best of what there is to offer.

What separates us from the crowd is that we care, we take the upmost pride in improving client’s futures and are very committed to ensuring the path of success for clients.

 

The Milne Capital Team

MICHAEL MILNE

(Senior Financial Planner, Dip.FP)

Michael has over 17 years’ experience as a financial planner working with a large variety of clients ranging over a wide spectrum of different financial situations. By closely working with his clients, Michael tailors his advice to ensure his clients are not only satisfied, but successful in their financial goals by implementing expert strategies. With happy clients all across Australia, Michael takes great pride in seeing his clients achieve their financial objectives.

MATT MILNE

(Client Service Manager)

Matt has 2 years’ experience as our Client Service Manager. Running the back end of Milne Capital has given Matt a solid foundation of knowledge allowing him to assist with all aspects of Client management. Matt is currently studying financial planning, and has a certificate in banking services.

SAM MILNE

(Administration Assistant)

As an assistant at Milne Capital, Sam’s responsibilities include many administration tasks, allowing Sam to assist within many different areas and aspects within the company.

 

John,
Coburg

“I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.”

 

 

Mark,
Moonee Ponds

“I first used Michael’s financial expertise and advice over a decade ago. Since then, both our friendship and my respect for his work have grown considerably. Michael has the ability to explain complex financial strategies in an easy-to-understand way. Always at the leading edge of his industry, I highly recommend his services. He’s a true asset in your financial prosperity and wellbeing”

 

 

Peter,
Taylors Hill

“Thank you very much for looking after the financial interests of me and my family so well, I now feel we are adequately covered in the case of a serious accident and that my superannuation is invested to maximise growth”

 

 

Connie,
Caroline Springs

“Michael, On behalf of my family and myself, we would like to thank you for everything done for us during the difficult time of Tina’s passing. As usual, you made the whole claims process look easy. We appreciate your thoughtfulness.