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

    September performance update
    with Brian Gaynor
  • PIE

    Global Fund

    September performance update
    with Stephen Johnston
  • PIE

    Income Fund

    September performance update
    with Jonathan Windust

Sam Trethewey speaks to Larry Williams about takeover offers for NZX listed companies

Sam Trethewey speaks to Larry Williams about takeover offers for NZX listed companies 15.08.2014

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Port takeover bid raises important issues

Does the takeover bid for Lyttelton Port Company by Christchurch City Council give us any signals about a potential buy-back of Genesis Energy, Meridian Energy or Mighty River…

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Investors feel losses twice as much as gains

A highly regarded study led by mathematical psychologist Amos Tversky and Nobel Prize winner Daniel Kahneman found that investors feel the pain of a loss twice as much…

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Latest News

Sam Trethewey speaks to Larry Williams about takeover offers for NZX listed companies

Sam Trethewey speaks to Larry Williams about takeover offers for NZX listed companies 15.08.2014

Continue reading

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