Interview with Derek from Financial Milestones

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Hi Derek – Thanks so much for taking time out of your busy day to talk to me!
You were one of the first Associate Members joining up to Central Business Associates when we opened, and I look forward to working with you in the future. I am keen to find out more about your business, and let people know more about Financial Milestones. So let’s get started!

Q1: Business Name?
DEREK: Financial Milestones

Q2: Your name, and position in the business?
DEREK: Derek Miles – Principal

Q3: Describe your product or service.
DEREK: I am a Tax/Business Accountant and a Finance Broker. Typically the kind of people I work with are business owners or working professionals who want to increase their future prosperity.

Q4: If you had to describe your business using just a couple of words, what would they be?
DEREK: Unbiased Advice

Q5: What’s new in your business at the moment?
DEREK: Helping clients with purchasing property in Self-Managed Super Funds

Q6: Why do you do what you do? What made you start, and motivates you to continue with, your business?
DEREK: I saw the need for many businesses to get big end of town tax and finance advice at affordable cost to the client.  And we work on capped fees so there are no surprises and we don’t charge for phone calls or emails

Q7: Where’s your favourite local place for coffee, tea, or your favourite tipple?
DEREK: Cedar & Pine, Frenchies Cafe, Olive Cafe

Q8: What was your main reason for signing up with Central Business Associates? What does it mean to you?
DEREK: Being a member of a thriving business community

Derek, thank you so much for chatting to me today – it’s great to find out some more about your business, and I look forward to finding ways we can collaborate and help each other out in the future!