The Investing Place

Understanding risk when choosing your KiwiSaver Fund

Understanding the relationship between risk tolerance and risk capacity is key to making a well-informed fund choice. By aligning your...

Why does Sustainability have to suck?

Yet sustainability has become a dirty word that elicits eye-rolling from many that hear it. Even worse are the dreaded...

Growth risks for private debt

“Private debt” is an asset class fund managers can invest in alongside other assets such as bonds, loans and equities....

Investment Funds – cooler than a summer pool party

Investing can often feel like navigating a labyrinth. Between the jargon, the risks, and the sheer number of companies to...

Trust Tax changes this year – worth another look at Investment Fund PIEs

The below is for information only. Milford are not tax advisers and the below does not constitute tax advice, rather...

Should a company be held accountable for its customers’ pollution?

Most people to whom we pose this question reply with an immediate “No!”. On face value, it seems illogical that...

Enjoy the best of both worlds

Combine KiwiSaver and investment funds for the best of both worlds....

How to have your cake and eat it too

This article was first published in NZ Herald on 25 Jun 2024
KiwiSaver is great – especially if you...

Financial tree planted now bears fruit

This article was first published in NZ Herald on 21 Jun 2024
Investing in your 20s, 30s and 40s...

Top tips for enjoying your golden years

This article was first published in NZ Herald
Nurture what you have ahead of retirement & think about lifestyle.<br...

Stock Story: Amazon


Amazon – Earth’s most customer-centric company
From a humble online bookseller in 1994, to a global e-commerce...

Why global diversification is key in today’s environment

In the current economic climate, it’s evident that New Zealand is facing considerable challenges. Just recently we’ve witnessed profit downgrades...

Look out Barbie; UN about to set Oppenheimer on plastics

The global plastic problem is very real and growing fast. Globally, about 50kg of plastic waste is generated per person...

Thank You for Seven in a row!

We are delighted to have been named Consumer People’s Choice KiwiSaver Plan for the seventh consecutive year.
The award...

What You Need To Know To Take Control And Get Ahead Financially

This article was first published in NZ Herald on Tuesday Apr. 30, 2024
Milford’s Nicky Reid explains why investing...

Why household utility bills are set to rise

Infrastructure charges are set to outpace inflation
Many infrastructure companies (for example electricity networks and airports) are either regulated...

Avoiding mistakes many investors make

This article was first published in BusinessDesk on 22 April 2024
Managing emotions key to securing long-term returns.
...

Keen To Start Investing But Not Sure If Now Is The Right Time?

This article was first published in NZ Herald on Wednesday Apr. 10, 2024
It can be scary dipping your...

Investing for future generations

As an active manager of your KiwiSaver and Investment Funds, we have always undertaken detailed analysis to find the best...

From your 20s to your 60s – top tips to help create financial security

Money is an emotional topic– and with good reason.
You work hard for it, and your hopes and dreams...

Why so many Kiwis work after 65

This article was first published in BusinessDesk on 16 March 2024
Planning crucial to avoid running out of money...

5 things to look for when choosing a KiwiSaver provider

When you’re younger, retirement seems a million miles away, and planning for your financial future is easy to put off....

Busting the myths of investing

This article was first published in NZ Herald on 21 Aug 2023
Seven big misconceptions keeping people from investing.<br...

Guide to your tax statement


For investors with a 10.5%, 17.5% or 28.0% PIR rate (Investment Funds and KiwiSaver Plan)
The information...

How to find a great investment partner

This article was first published in NZ Herald on 22 Jan 2023
Finding the best people to help your...

KiwiSaver – your questions answered

Pulling the right levers is key to maximising long-term returns....

Transform your money mindset

This article was first published in NZ Herald
Financial advice delivers more than just financial gains.
Our emotional...

Starting your investment journey

Investment questions? We’ve got answers to help you get started....

The great wealth transfer

This article was first published in NZ Herald on 18 Jan, 2023
Thought about your family’s future? There’s much...

How to get started as an investor

This article was first published in NZ Herald on 14 Jan 2023
But knowing how is not always straightforward.<br...