Milford Wealth Management

Our service for those with more than $500,000 to invest. Find out how we can help you retire well.

To see our Financial Advice Provider Disclosure Statement, please see Getting Advice

Haven’t got $500,000 right now? We can still help you, learn more here.

How much do I need? Have I got enough? How long will it last?

Whether you are planning for your retirement, building a legacy of wealth, or would like to use your assets to generate an income, our expert advisers are here to help you build a comprehensive investment strategy tailored to your goals.

If you have $500,000 or more available to invest, your personal Milford Financial Adviser can partner with you to ensure you have the answers you need to these fundamental questions and retire well.

From Saving to Spending:
 How we create a retirement investment plan for you

We consider your saved money, accumulated assets and expected liquidity events.

We create a plan designed around your goals and needs with the Milford Wealth Management Portfolio at the centre.

Your portfolio provides you with the retirement income you’ve planned for or the pathway to achieving your goals.

Most people don’t know how to plan for investing in retirement. Fortunately, we do.

Planning for a retirement can feel overwhelming. Our investment experts have compiled a range of resources to help you start considering your next steps. Of course, we are also available to talk whenever you need.

Podcast

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 consider when planning for retirement. Listen to the podcast.

BusinessDesk Article

Avoiding mistakes many investors make

Investing in a market after it has risen or leaving when it has fallen are among the most common ‘emotional mistakes’ Kiwi investors make, a leading financial adviser says…

BusinessDesk Article

Why so many Kiwis work after 65

New Zealand has one of the highest rates of people aged 65 and over still working at 24 per cent, according to a report from the Retirement Commission – Te Ara Ahunga Ora

BusinessDesk Article

The true value of advice

There are some very persuasive mathematical and equally strong emotional reasons why anyone wanting to grow their wealth should take financial advice. Yet many don’t.

Why partner with Milford?

Your local global investment partner

We have one of the largest and most globally experienced investment teams in the country making insightful decisions on your behalf. With regional offices all over New Zealand, pop in anytime, we would love to see how we can help.

Peace of mind

We look after thousands of clients just like you. We know it’s important to see where your money is invested and how it’s performing. Our app and online portal provide access to your account at any time. Our team also provide you with regular updates on the performance of your investments.

Expert active management

We actively monitor, analyse and respond to the ever-changing market conditions, making tactical adjustments to your portfolio on your behalf. Regular reviews with your personal adviser ensures your portfolio continues to suit your situation as it changes over time.

We invest alongside you

Strong partnerships are essential for investment success. As an employee-owned business, our team is fully invested in our mission. Our staff also invest in Milford’s Funds right alongside our clients, ensuring we’re all on this journey together.

Give us a call at any of our offices throughout New Zealand

AUCKLAND OFFICE

Level 12, 50 Albert Street, Auckland 1010

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Haven’t got $500,000 right now? We can still help you, learn more here.

Hear from our customers

“We’re getting an end-to-end investment service which gives us peace of mind.”

Brian and Linzi

Independently recognised for delivering strong results for our clients

Consumer People’s Choice – Milford KiwiSaver Plan
(8 years running)

Canstar’s KiwiSaver Provider of the Year 2023 (4 years running)

Fund Manager of Year: KiwiSaver

Meet the Wealth Management team

Ready to Invest with Milford Wealth Management?

Simply complete your details and one of our Advisers will be in touch.

Milford Wealth Management

How much do I need? Have I got enough? How long will it last?

From Saving to Spending:
 How we create a retirement investment plan for you