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?
& Management Service
Designed for those investing over $500,000 who want help building an investment strategy to navigate the complex world of investing.
Replacement Product Disclosure Statements are available here or on the relevant scheme’s offer register entry at the NZ Companies Office Milford Funds Limited is the Manager and Issuer of the Milford KiwiSaver Plan and the Milford Investment Funds