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. To see our Financial Advice Disclosure Statement, please see Getting Advice at Milford.
  • 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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Meet our team