Why Milford's KiwiSaver Plan?
Everyone should be saving for retirement. So choosing a KiwiSaver Plan is a key investment decision. After all, the outcome of this decision will have a major impact on your future. To see what sets us apart from other KiwiSaver providers, please keep reading below.
What sets us apart?
We take an active approach to investing
We constantly re-evaluate investments to achieve the best results for our clients. Our ability to move quickly means we can take advantage of opportunities as they arise and manage risk along the way.
We have proven expertise on our side
We have one of the largest and most globally experienced investment teams in New Zealand. Having this expertise applied to your savings 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 FundSource KiwiSaver Manager of the Year awards for 2016, 2017 and 2018. You can see how our performance compares to others in the Morningstar KiwiSaver Survey March 2019 Quarter.
We always do detailed research
By personally researching our investments we can identify potential opportunities others may not see. We interact with hundreds of companies each year to assess where your money should and shouldn’t be.
We invest alongside our clients
Our investment experts and wider staff invest in Milford’s Funds. We are just as protective of your investments as we are of our own.
We are #1 in customer satisfaction
As winner of the 2018 and 2019 Consumer NZ People’s Choice award, we ranked #1 for overall KiwiSaver customer satisfaction. Covering key factors such as investment performance, client service and client communications.
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How to increase your KiwiSaver contributions:
Direct credit via your online banking
Set up regular payments or do a one-off payment via your online banking straight into your KiwiSaver account using the following details: Bank account name: Milford KiwiSaver Plan Account number: 02 0500 0966274 00 Payer reference: Investor’s name, Milford account #
Set up a Direct Debit
Click here to set up automatic regular payments from your bank account straight into your KiwiSaver account.
Tell your employer to increase your contribution rate
You can set your contribution rate at either 3%, 4%, 6%, 8% or 10% of your salary or wages. Simply tell your employer in writing the rate you would like.
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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.
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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 info@milfordasset.com to request this.
For Private Wealth online access registration, please email privatewealth@milfordasset.com.
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What is a KiwiSaver Government Contribution?
When you join KiwiSaver, the Government will meet your KiwiSaver contributions with the Government Contribution (up to $521 a year). The eligibility to receive the Government Contribution ceases at of age 65 or five years after joining the scheme, whichever is later. For example, if someone joins at age 62, they will be eligible to receive the Government Contribution until they are 67.
Upon reaching your age of eligibility the amount of Government Contribution you are eligible for in that year will be pro-rated. If for example you reached the age of eligibility half way through the KiwiSaver year, you would only be eligible to receive half of the Government Contribution.
Investment performance
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Australian Superannuation Transfers
Transfer your Australian Superannuation
You are able to transfer your Australian Superannuation into the Milford KiwiSaver Plan. To start the process we recommend you contact your Australian Superannuation provider and confirm what information and documentation they require to make the transfer. After you have spoken to your Australian provider please contact Milford and we will assist where we can.
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