Reach your goals - Milford Asset

You set the goals, advice can help you get there

Whether you’re saving for your future, building a legacy of wealth for your family or looking to generate a retirement income, our expert advisers and digital tools can help you make it happen.

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Access expert advice and insights.

When it comes to investing, research shows that people who have taken advice on board, often end up balancing risk and reward better than those who haven’t. Learn more about what we offer and how we can help you achieve your financial goals.

Are you making the most of KiwiSaver?

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Want help choosing your fund?

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Want to know more about Investment Funds?

View our suite of funds

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When you invest with Milford,
You're investing in...

Making it easy

The Milford mobile app and online portal ensures you have full visibility over your balance, fund performance and where your money is invested. Download your annual statements, view your transaction history, change your fund mix or easily get in touch with us. With more exciting features around the corner, the app helps give you more control over your account.

Active fund management

We take a hands-on approach to investing, constantly re-evaluating investments pursuing the best returns possible for our clients. Our ability to move quickly means we can take advantage of opportunities as they arise and manage risk along the way.

Global expertise

We have one of the largest and most globally experienced investment teams in New Zealand. Having this expertise working for you can give you the edge you need to reach your retirement goals. Our strong performance is independently supported by our Morningstar KiwiSaver Fund Manager of the Year awards for 2013, 2014, 2016, 2018 and 2019 and our Canstar KiwiSaver Provider of the Year Award for 2020. Milford also manages New Zealand’s top-performing KiwiSaver Growth Fund over the last 10 years.

You can see how our performance compares to others in the Morningstar KiwiSaver Survey March 2021 Quarter here.

Detailed research & insights

Our Investment Team do hundreds of company visits every year, conducting rigorous reviews and detailed financial analysis. By personally researching our investments, we can identify potential opportunities others may not see and have a greater understanding of where your money should be.

A team who invests alongside their clients

Trust is of the utmost importance when someone is dealing with your money. We believe in our investment strategies so much that our investment experts and wider staff invest their own money in the same funds as our clients. It’s our policy. You can believe our team is highly motivated to have your funds do the best that they can because we’re on the same journey.

Client satisfaction

As winner of the 2018, 2019 and 2020 Consumer NZ People’s Choice award, we have consistently ranked highly for overall KiwiSaver customer satisfaction. Covering key factors such as investment performance, client service and client communications. And when you call us, you don’t deal with robots, you speak with real people in our Investment Services team.

We’re here to help,
wherever you are in life

Just starting out?

Get help choosing your fund with our simple online tool.

Saving for your first home?

We can help. Get all the details you need right here.

Growing your savings?

See if you’re on track with our online calculator. If you’re not on track, don’t worry, you can see the adjustments you can make.

Building wealth?

Whether you’re saving for your future, building a legacy of wealth for your family or looking to utilise your nest egg to generate a retirement income, our Private Wealth advisers are here to help guide you towards realising your goal.

  • Why should I sign up to a KiwiSaver Plan?

    KiwiSaver is a long-term savings scheme. It aims to increase your financial independence in retirement. With a maximum Government Contribution of $521.43 p.a. if you are over 18 and make contributions of $1,042.86 or more each year, signing up to KiwiSaver is a great way to save for your future.

  • How can I login and view my investment account balance online?

    Click Account Login at the top right of your page and select the relevant login type.

    If you have not already set up your online login, we will need to create one for you. Please email [email protected] to request this.

    For Private Wealth online access registration, please email [email protected].

     

  • How can I use KiwiSaver to buy my first home?

    KiwiSaver members may be able to withdraw all or part of their KiwiSaver savings early if they are buying a first home; however terms and conditions do apply. An application form must be completed along with supporting documentation. Please see the Member Guide for more detail.

    How are the funds transferred out of my KiwiSaver account for a first home purchase?

    If your withdrawal is approved, your KiwiSaver funds will be transferred into your solicitor’s trust account prior to settlement and will be used as part of the purchase price payable to the vendor on the settlement date. If the agreement is not completed then your solicitor will repay the funds back to Milford to be reinvested back into your KiwiSaver account.

    You may also be eligible for the first home owner’s subsidy from Housing New Zealand. To find out more please visit them at http://www.hnzc.co.nz/.

    For more information, or to obtain a First Home Withdrawal Form, please contact Milford at [email protected] or phone 09 921 4700 or 0800 662 346.

  • What is a KiwiSaver Government Contribution?

    The government will contribute 50 cents for every dollar of member contributions to your KiwiSaver account up to a maximum of $521.43 per year for KiwiSaver members aged between 18 and 65 years.

    The KiwiSaver financial year runs from 1 July to 30 June. Contributions must be made within this time period to be considered for the annual Government Contribution. In July, the administrator of the Milford KiwiSaver Plan will provide the IRD with investors’ KiwiSaver contribution amounts for investors’ Government Contributions. The IRD will normally pay Government Contributions to investors’ KiwiSaver accounts directly in July.

  • How do I make a permitted early withdrawal?

    To apply for an early withdrawal from your KiwiSaver account due to one of the following, then please contact our Investor Services Team on 0800 662 346 or [email protected]

    • Significant Financial Hardship
    • Serious Illness
    • Life Shortening Congenital Conditions
    • Death of a Member
    • Permanent Emigration

    For more information on the criteria for the above withdrawal types please view our Member Guide.

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