Welcome to Milford

Milford is a boutique investment firm that provides a range of investment products and services designed to help clients meet their specific investment objectives. We seek to consistently deliver superior investment returns and high quality customer service. Take a moment and discover how Milford can help you realise your financial goals.

Learn more Meet the team Milford awards

KiwiSaver

KiwiSaver is a long-term savings scheme designed to help New Zealanders save for their retirement. Milford's KiwiSaver Plan has three Funds suitable for those both close to or a long way from retirement.

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PIE Funds

Milford has a range of PIE Funds. Each Fund gives investors access to different investment opportunities and potential levels of risk. All Milford Funds adopt an active management approach.

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Private Wealth

Private Wealth is for individuals, family trusts, charities and institutions with more than $500,000 to invest and who require an ongoing advisory service. Investment portfolios are designed specifically for each client.

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Fund Updates

You can view all our Fund Updates here.

View Fund Updates

You can visit the Milford
YouTube channel here.

Milford YouTube
  • KiwiSaver

    Active Growth Fund

    July performance update
    with Brian Gaynor
  • PIE

    Global Fund

    July performance update
    with Felix Fok
  • PIE

    Income Fund

    July performance update
    with Jonathan Windust

Marc Whittaker speaks to Rachel Smalley about what’s driving the Australian share market

March Whittaker speaks to Rachel Smalley about what’s driving the Australian share market

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Fonterra’s answer – get out of the big smoke

Fonterra’s problems are clearly illustrated in the accompanying table. The dairy co-operative has made limited progress with value-added consumer products, and its cost structure has grown too rapidly…

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Facebook – much more than a website

Three years since it listed publicly, Facebook shares have delivered a 34% annual compound growth rate driven by strong sales and earnings, out-gunning other tech giants like Apple,…

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Latest News

Marc Whittaker speaks to Rachel Smalley about what’s driving the Australian share market

March Whittaker speaks to Rachel Smalley about what’s driving the Australian share market

Continue reading

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