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.
- Find out more about the value of expert advice in this short video.
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.