New to Investing - Milford

New to Investing

Investment and financial smarts isn’t something we usually grow up knowing much about. Here you will find some useful information to help you on your investment journey.

Read, listen, watch, chat and grow your wealth along the way

Sustainability – why, how and at what cost?

What is sustainable investing, anyway? Is it the latest buzzword or something we all need to consider when making our investment decisions? Listen now to find out everything you need to know about E.S.G—Environment, Sustainability, and Governance—when it comes to investments.

Protecting your Wealth

Listen to our three part series about protecting your wealth with Juliet Moses who is a Partner at TGT Legal.

OnTrack with Milford

If you’re after more investing top tips from the Milford team head on over to our OnTrack podcasts for market highlights, helpful insights, and investment news and views.

We’ve teamed up with Newshub and New Zealand funny guy Eli Matthewson to bring you Laugh My Assets Off – a new mini series to help you learn about investing, all while having a laugh. Click below to check out the 6 episodes online.

Laugh My Assets Off Series

6 Videos

Episode 1

21:28

Episode 2

19:59

Episode 3

17:59

Episode 4

19:44

Episode 5

18:22

Episode 6

20:56

If reading, scribbling in a workbook, or watching a Masterclass in investing is more how you like to learn then check out the following resources to help you grow your knowledge and get those financial gains!

Financial Wellbeing Workbook

It’s time to walk the talk. This practical, easy-to-use workbook includes planning tools, tips and ideas to guide you as you define your financial goals and set strategies to reach them.

Investing Through the Decades

Learn how to navigate your finances in your 20s, 30s, 40s, 50s and beyond. Maybe you have bit of financial stability and are ready to set yourself up for future you, or you’re ready to kick back into retirement, regardless we can help.

Milford Digital Advice Tools

Want help choosing your fund? Access our expert digital advice to help guide you on your way.

More helpful resources:

Hear some of the stories from people just like you who are figuring out their investment journeys

The low-down on sustainable investing and why it matters to your investments

Investing responsibly sounds great in theory, but unless you know what to look for, it can feel like a guessing game. That’s where sustainable investing and ESG comes in.  

ESG is like a school report for companies. It checks how good their business practices are for the planet (Environment), if they treat people well (Social), and are smart about how they run their business (Governance). The three factors help you to judge how responsible a company is.

You can support the transition towards a more sustainable future through your investments via the companies or Investment Manager you choose.

Partner with an award-winning team of investment experts who are ready to work for you.

Investing for your retirement with KiwiSaver?

Everyone should be saving for retirement. Choosing where to invest your KiwiSaver account will have a major impact on your future. As expert investors we exist to grow the wealth of New Zealanders like you.

Looking for investment funds?

Milford has a suite of Investment Funds. Our funds are actively managed by our experienced team of investment experts, offering you a choice of different risk and return profiles.

Investing over $500,000?

For investors with $500,000 or more to invest our Wealth Management team is here to help. From in-depth discussions that help you select directly from our fund range, to advice on a personalised basis with ongoing investment management of your portfolio of funds