Milford Wealth Management

Our service for those with more than $500,000 to invest. We offer a client experience based on understanding, trust and exceptional service. We’re here to help you achieve your financial goals.

To see our Financial Advice Provider Disclosure Statement, please see Getting Advice

Most clients simply want the security of knowing that their wealth will last their lifetimes and can be looked after by someone they trust. Whether you’re 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 goals.

Milford Wealth Management

At Milford, Wealth Management is more than just growing your investment portfolio. We spend time with you to help identify your goals, exploring a range of options that could suit you, and then modelling your long-term cash flows. Whether it be transitioning from accumulating your wealth to ‘decumulating’, planning for the next generation or to leave a legacy, we’ll be there throughout to reassure and guide you.

Why partner with Milford?

Your local global investment partner

We have one of the largest and most globally experienced investment teams in the country making insightful decisions on your behalf. With regional offices all over New Zealand, pop in anytime, we would love to see how we can help.

Peace of mind

We look after thousands of clients just like you. We know it’s important to see where your money is invested and how it’s performing. Our app and online portal provide access to your account at any time. Our team also provide you with regular updates on the performance of your investments.

Expert active management

We actively monitor, analyse and respond to the ever-changing market conditions, making tactical adjustments to your portfolio on your behalf. Regular reviews with your personal adviser ensures your portfolio continues to suit your situation as it changes over time.

We invest alongside you

Strong partnerships are essential for investment success. As an employee-owned business, our team is fully invested in our mission. Our staff also invest in Milford’s Funds right alongside our clients, ensuring we’re all on this journey together.

Which service is right for you?

Advice and Management Service

Your Milford Wealth Management adviser will guide you towards realising your financial goals, centred around a Diversified Milford Wealth Management Portfolio, making expert investment decisions on your behalf.

Self-Select Service

For those who are comfortable planning and investing without advice, the Wealth Management Team ensure you have all the information and ongoing support you need to make your own investing decisions in relation to our Funds.