Much more than money
Craig Milroy CFP® CA serves as the Director and Wealth Strategist at MUCH more than money since August 1999, embodying the philosophy that individuals deserve to live life on their own terms. Prior experience includes serving as a Financial Planner at Deutsche Bank, a Project Manager at UBS Investment Bank, and an Accountant at Havelet Trust Co. Craig Milroy began a career at Ernst & Young in corporate recovery and insolvency. Educational qualifications include an Executive Leadership degree from Stanford University, a CFP designation from the Financial Planning Association, a CA from the Institute of Chartered Accountants, and a Bachelor of Financial Administration from the University of New England, complemented by early education at Yarra Valley Grammar.
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Much more than money
In a world of same, we offer so much more. We throw our head and heart into our client’s needs, objectives and priorities, committed to making their life what they want it to be. A life rich and rewarding. We focus firmly on our clients goals, supporting them, achieving them, even giving tough love when and where it’s needed. Increasing value is what we do, but we also give back. We love helping our clients and the communities in which we operate. It’s our point of difference. When you look back on your life, will you gauge success by the power that you attained and the wealth that you accumulated? Or will you measure the degree to which your life was rich in character and purpose? The choice is yours. But whatever you choose, life is… MUCH More Than Money.