Milford Digital Advice
Want help choosing your fund? Access our expert digital advice to help guide you on your way.
Investment advice made easy
Let our Digital Advice be your guide
Whether you’re saving for your first home, building your savings or about to retire, our digital advice can help you invest with confidence.
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, you can chat to one of our helpful Investor Services team members. You can reach them on 0800 662 345 or [email protected].
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