Our goal is to help, guide and support our clients to live life to the fullest knowing that their future financial well-being is already taken care of so they can enjoy today and rest easy knowing that tomorrow is already planned for.

As a company, we were founded on three simple, yet core values, which embody Elaine’s own character. We call these values our Three Pillars. Those are still at the heart of everything that we do, and are reflected in how we treat our clients, each other and the footprint that we leave in the world.

HONESTY

‘Honesty is the first chapter in the book of wisdom’ - Thomas Jefferson

Honesty is essential in building rapport with our clients. We listen with an honest ear to our clients’ hopes, dreams and goals. Only once we have done this can we advise and support them to make wise decisions. Today, these decisions may be slightly uncomfortable, but we will always be honest with our view and our advice. We know that it’s often the tougher choices that make the journey towards tomorrow, and the financial health and wellbeing that creates independence, easier.

AUTHENTICITY

‘Authenticity requires a certain measure of vulnerability, transparency and integrity’ - Janet Louise Stephenson

To build a strong foundation within Milne Wealth Management and the long term relationships with clients that we are deeply proud of, authenticity has been at the core of all that we do. We are authentic in our approach and we will always give you clarity with everything we do. We also want to learn about you. That means that we ask you to be vulnerable and transparent about your dreams and goals as much as your fears or concerns. Elaine and the team meet you wherever you are on your journey so that together we can help you plan in a way that is right for you.

TRUST

‘When the trust is high, communication is easy, instant, and effective’ - Stephen Covey.

Without trust, we cannot move forward or create that secure and communicative client/adviser relationship that we work to achieve. We understand how big a step it is to entrust someone to take care of your money and to help you plan for your financial future. We understand how important it is to you. We understand the impact that our advice can have upon you and your loved ones. Trust is at the heart of everything. You can trust us to do what we say we will do and you can trust us to be there with you through the ups and downs of life as we guide you to your financial goals.