Women's Wealth

It’s so important to us that all women take control of their financial future, no matter what age and stage she is at. If we can assist in any way on that journey, then nothing would make us happier.

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Financial Wellbeing Workbook

This practical workbook includes planning tools and ideas to guide you as you define your financial goals and strategies to reach them. Download our Financial Wellbeing Workbook below

Milford OnTrack Podcast

In the latest podcast, Milford’s Sarah Mitchell and Dr Ayesha Scott, Deputy Director at Auckland Centre for Financial Research & Senior Lecturer at AUT Business School discuss the five money personalities.

Women's Wealth Podcast Series

In this series of 5 podcasts, Joanna Day, Milford Financial Adviser and guests talk about investing generally; how to get started, why you should invest, what the benefits are, how to manage investing when the household purse is getting stretched, investing jargon, how to ensure you are in the right investments, how to plan, whether you should get your kids involved, estate planning, diversification and whether getting advice has any benefit, to name just a few of our topics – this series is for you.

Episode 1: Why oh why should I invest?

Milford Financial Advisers Joanna Day and Amanda Cleaver discuss the reasons behind the importance of investing.

Episode 2: Tell me how?

Joanna Day and Lisa Brouneus, Financial Advisers at Milford discuss how to start investing. This 15 minute episode discusses how you can make your KiwiSaver investment work for you and how an investment fund can supplement your income. They also discuss how to manage personal debt and the importance of financial advice.

Episode 3: Family First

Joanna Day and Michal Denz discuss tips and tricks around financial planning through different phases of life, including when maternity leave is on the horizon. They talk through the benefits of investment funds for your children, and how to normalise financial planning as an inter-generational family discussion. Joanna and Michal also touch on pay parity with men in a work environment.

Episode 4: Diversity - What?

Joanna Day and Jessica Travers, Financial Advisers at Milford discuss what Diversify actually means when it comes to investing and the power of diversifying your investment portfolio. They go into the detail of other components of a typical investment portfolio and why it’s important as well as how diversified investments into companies in other parts of the world can help spread your risk.

Episode 5: It’s a case of the "What Ifs"

Joanna Day and Nicky Reid, Financial Advisers at Milford discuss a number of challenges we often face in life that can impact our finances and how to help navigate this with some planning before the “what ifs” happen. They discuss setting up an emergency fund, what to have in place if the worst happens such as you or someone who is important to you passing away or becomes sick or injured, the end of a relationship and estate planning.

Knowledge is power

Stay informed about personal finance topics, investment strategies, and market trends with these great tools

Milford Investor Centre for all your KiwiSaver, investing and marketing insights
OnTrack podcast for a range of investing topics
Or Download our ‘Navigating Your Investments Through the Decades’ brochure that contains our top tips for saving and investing through all your life stages
Check out the Milford Investment Terms Dictionary, so that investment terms don’t need to sound like a foreign language

Listen to the team at Milford discuss the most commonly asked questions when it comes to investing in KiwiSaver and Investment Funds.

From what happens if you move overseas to your KiwiSaver, to the transferring process, how fee’s work, the difference between having your KiwiSaver with an independent fund manager like Milford or a bank, and more. This casual conversation in every day language is a must listen for anyone who wants to get to grips with the basics.

Talk to us

Tell us what you need to help you on your financial journey. We’re committed to getting you to where you want to be. Leave us a message here and a way to contact you, and we will be in touch. OR, if you have some ideas for content that you would like us to create, let us know.