Milford Digital Advice

Want help choosing your fund? Access our expert digital advice to help guide you on your way.

Milford KiwiSaver Plan

Milford Investment Funds

Investment advice made easy

Let our Digital Advice be your guide

Whatever your investment goal, our digital advice can help you invest with confidence.

If you are looking for advice on your Milford KiwiSaver Plan fund and are 65 or over, please contact us on 0800 662 346 or via [email protected] to arrange to speak with one of our Financial Advisers.

This digital advice tool is provided by Milford Private Wealth Limited, a licensed Financial Advice Provider (FSP391786), part of the Milford Group. For more information about our financial advice services, visit https://milfordasset.com/getting-advice. The tools’ projections are estimates only and not a guaranteed outcome; projections are based on Milford’s own fund return assumptions; projections are based on the information you provide. The advice wouldn’t be suitable for other providers’ products.

How it works

Milford’s digital advice tool will ask you a series of questions to establish your investment goals and risk tolerance and then recommend the appropriate Milford Fund. Check out these videos for an introduction to how our digital advice works.

Milford KiwiSaver Plan

Milford Investment Funds

Please note, the projections shown in these videos are for illustrative purposes only.

If you want to understand a bit more about our tools, or would like some information about our funds, you can chat to one of our helpful Investor Services team members. If you are aged 65 or over and looking for advice on your Milford KiwiSaver Plan fund, they can also arrange for you to speak with one of our Financial Advisers. You can reach them on 0800 662 345 or [email protected].

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Milford KiwiSaver Plan Digital Advice

(for members aged 18 – 64)

Investing $500,000 or more?

Learn about Milford Wealth Management, our most comprehensive financial advice service.