Milford provides Wholesale services to the Intermediary and Institutional market.
Milford provides a range of solutions for Independent Financial Advisers and Investment Platforms in New Zealand. These solutions can be broken into two key areas:
Providing the infrastructure to support independent advice on client investments within Milford’s KiwiSaver Plan and Milford Investment Funds
Ability to give advice seamlessly through Milford’s online capability
Ability to charge an advice and administration/portfolio management fee for Adviser services rendered
Access to Milford’s Adviser portal to monitor the ongoing performance of your clients investments held with Milford
Providing support and assistance to Investment Platforms hosting Milford’s Investment Funds
Milford provides comprehensive investment solutions to institutions, company superannuation schemes, faith-based entities, charities, foundations, community trusts, Iwi and other institutional investors.
This service is provided to wholesale investors looking to invest over $5M with Milford.
We have one of New Zealand’s largest investment teams providing solutions across equities, bonds and multi asset funds.
The service includes investment updates, reporting and access to Milford’s client portal.
Get in touch
Contact us for more information on our wholesale services.
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