The Investing Place

Month in a Minute: December 2024

Santa takes a breath
December saw a pullback in global share and bond markets with Milford’s funds also modestly...

‘It keeps you on your toes’: Wisdom from Milford’s ‘oldest’ fund manager

This article was first published in BusinessDesk on 9 Jan 2025
Milford’s Aggressive KiwiSaver Fund turned five this year....

How KiwiSaver works for your first home

Learn about eligibility requirements, withdrawal conditions....

Which KiwiSaver Fund Should I Choose?

Learn about different fund types, risk profiles, and key factors like performance history and fees....

How KiwiSaver works for retirement

Learn about withdrawal eligibility at age 65, different withdrawal options, and strategies for using your KiwiSaver savings to maintain your...

Milford on Newstalk ZB: 18 December 2024

‘Tis the season for a Santa Rally, but what exactly is that? Holiday optimism, self-fulfilling prophecy or the result of...

Can I afford the retirement I want?

Philip Morgan Rees, Head of Wealth Management at Milford, answers this burning question and looks at what you need to...

NZ’s retirement – breaking the problem down

This article was first published in NZ Herald
What Kiwis can do at age 54 for a comfortable future...

How to determine retirement lifestyle

This article was first published in BusinessDesk
Managing wealth not just about accumulation, but how to use it.
...

When to switch KiwiSaver providers

It is always good to keep track of your KiwiSaver and regularly compare providers, but when should you actually make...

5 simple ways to kickstart your KiwiSaver in 2025

The summer holiday season provides us all with the opportunity to refocus; to take a break from the daily grind,...

How to choose a KiwiSaver Provider

KiwiSaver is one of the very best ways New Zealanders can prepare for the future. So, while you enjoy some...

Over 50? Time to check you are on track for retirement

If you are over 50, do you know how much you need, whether you have enough and how long it...

Milford on Newstalk ZB: 11 December 2024

It’s been a tough year for the domestic economy. As 2024 comes to a close, Milford Investment Analyst Jeremy Hutton...

Stock Story: APi Group

APi Group is a global, market-leading industrial services provider headquartered in the US, and focused on non-discretionary, statutorily-mandated inspection, testing...

Month in a Minute: November 2024

Santa likes election certainty
Milford funds continue to deliver strong returns, helped by the performance of underlying assets. Stock...

Milford on ZM: 4 Dec 2024

It’s time to set your 2025 resolutions! Murray Harris, Head of KiwiSaver at Milford, joins Bree and Clint from ZM...

Milford on The Hits: 4 Dec 2024

Christmas can be an expensive time of year, and Head of KiwiSaver Murray Harris shares practical tips with PJ and...

Milford on The Coast: 4 Dec 2024

As 2025 approaches, Milford Financial Adviser Gareth Stythe joins Toni, Jase, and Sam on The Coast to discuss how the...

Milford Market Outlook and End-of-Year Wrap-up

Let our team take you on a journey back through 2024, and provide an investment outlook for 2025. In this...

Milford on Newstalk ZB: 27 November 2024

The OCR announcement is out. Milford Investment Analyst Katlyn Parker talks to Heather du Plessis-Allan about how the market reacted...

Milford on ZM: 27 Nov 2024

Does the government take your KiwiSaver money when you die? KiwiSaver Financial Adviser at Milford, Liam Robertson, gives Bree and...

Milford on The Hits: 27 Nov 2024

You can’t take it with you, so what happens to your KiwiSaver money when you die? Senior KiwiSaver Financial Adviser...

Milford on The Coast: 27 Nov 2024

What does the OCR cut mean for your mortgage? Milford Financial Adviser Gareth Stythe chats with Toni, Jase and Sam...

Ep16: Final OCR decision for 2024 and its implications

The RBNZ’s final OCR announcement for 2024 is due, with Kiwis hoping for good news leading into Christmas......

Milford on The Coast: 20 Nov 2024

Financial risk is normally associated with losing money, but what about the risk of not taking enough risk? Milford Financial...

Milford on Newstalk ZB: 20 November

An ageing population means an increase in orthopedic surgeries. Milford Investment Analyst Dr Deb Lambie talks to Heather du Plessis-Allan...

Milford on The Hits: 20 Nov 2024

Diversification can be simply explained as not putting all your eggs in one basket – but what does that actually...

Milford on ZM: 20 Nov 2024

The word diversification is thrown around a lot in financial circles – but what does it actually mean? KiwiSaver Financial...

Ep15: Why are robotic-assisted surgeries on the rise?

The burden of healthcare is increasing around the globe, with robotic-assisted surgeries providing a positive solution for both surgeons and...