Private Wealth - Milford Asset

Private Wealth

Our most comprehensive service which brings together experienced professionals who specialise in working with individuals, family trusts, charities and institutions all with $500,000 or more to invest.

Why Milford Private Wealth?

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.

Choose the Milford Private Wealth service that’s right for you

Advice & Management Service

Designed for those who want help building 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.

Self-Select Service

For clients comfortable making their own investment decisions, without advice.

  • Talk to a member of our experienced Private Wealth team to ensure that you have all the information you need to make your own decisions when selecting from the Milford Funds range.
  • We will help you through the investing process and you’ll have ongoing access to a dedicated team to make investing as easy as possible. Note this is an information only service, no personalised advice is provided.

Want us to get in touch?

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

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Get in touch

If you are interested in learning more about our Private Wealth service, please get in touch with our team:

0800 662 347 or privatewealth@milfordasset.com

Meet our team

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