Fund Category: Milford Private Wealth

As retirement approaches, a change in strategy and good financial advice will help people in their 50s and 60s create the retirement they are hoping for, and leave a positive legacy for the next generation. Milford Financial Adviser David Holt outlines some of the key considerations for those heading towards retirement on AM Early show.

Kiwis know we shouldn’t put all our eggs in one basket, but how can diversification help protect investments during a volatile market? Milford Private Wealth Adviser Jessica Travers discusses with AM Early the value of a diversified portfolio – from managing risk to liquidity of funds.

“Have I got enough?” is a question many parents ask as they seek to assist their adult children into the housing market, while still ensuring their own financial security. On on AM Early show, Milford Private Wealth Adviser Jonty Cullinane discusses financial options that can benefit both parties.


As we look to 2023, how accurate are the economic indicators that predict it could be a tough year ahead?

Discussing the transfer of assets following a bereavement can make for difficult and sometime fractious family conversations. Head of Private

How do we make sense of the varying estimates predicting New Zealand’s economy in 2023? Portfolio Manager Frances Sweetman discusses


Are we past the peak of inflation? Milford Investment Analyst Katlyn Parker discusses key considerations, including the Official Cash Rate,