Private Wealth - Milford Asset

Milford Private Wealth

A comprehensive financial advice and investment management service
Our most comprehensive service brings together experienced professionals who specialise in working with individuals, family trusts, charities and institutions all with $500,000 or more to invest. Whether you are saving for your future, building a legacy of wealth for your family or looking to utilise your nest egg to generate a retirement income, our advisers are here to help guide you towards realising your goal.

Which service is right for you?

Personal Advice & Management Service
Designed for those investing over $500,000 who want help building an investment strategy to navigate the complex world of investing.
Tailored Advice Service for over $5M
For Family Offices, Charities and Institutions with over $5M to invest who require a very specific and tailored service.
Self-Select Service
For clients investing over $500,000 comfortable making their own investment decisions, without advice.
A Trusted
Investment Partner
Expertly Managed
Investment Funds
Security &
Privacy
Your local global
Investment Partner

We’re here to help build an investment strategy to navigate the complex world of investing

Receive ongoing personalised advice from a Financial Adviser and a structured portfolio of funds designed to help you meet your financial goals.
We manage and make tactical adjustments to your portfolio on your behalf, with regular reviews to ensure your portfolio continues to suit to your situation as it changes over time.
We have offices throughout New Zealand.
Find an office near you.

What our customers say

“We’re getting an end-to-end investment service which gives us peace of mind. We get the returns that we want and that really does it for us.”

Your local global Investment Partner

When it comes to achieving your investment goals, Milford's locally based, globally experienced investment team gives you direct access to international opportunities.

Active investment strategy

We adopt an active and flexible approach to portfolio management, using a wide range of financial instruments and strategies to take advantage of changing market conditions.
Private Wealth brochure
PW Portal image copy
Private Wealth portal
The importance of advice

Independently recognised for delivering superior performance and service

Consumer NZ People’s Choice
Canstar Provider of the Year Award – KiwiSaver
Morningstar Fund Manager of the Year (NZ)
Canstar Outstanding Value – KiwiSaver
INFINZ NZ Equity Manager of the Year
FundSource KiwiSaver Manager of the Year

Meet the Private
Wealth team

Ready to Invest with Private Wealth?

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