Milford Asset Management

Milford Asset Management, located in Tauranga, New Zealand, provides expert investment services, including KiwiSaver, investment funds and wealth management, to clients across Auckland and the rest of New Zealand.

WHO WE ARE:

• We are an award-winning team of investment experts with a deep understanding of the New Zealand market.
• Our team is committed to delivering exceptional investment results, guided by a strong set of values and a disciplined investment approach.
• With extensive experience in managing investments, we offer a unique blend of expertise and local knowledge to help our clients achieve their financial goals.

WHAT WE DO:

• We offer a range of investment products, including KiwiSaver schemes, investment funds and wealth management services, designed to meet the diverse needs of our clients.
• Our investment funds cater to different risk profiles and investment objectives, from conservative to aggressive growth options.
• We provide digital advice tools and resources to help our clients make informed investment decisions and achieve their long-term financial objectives.

WHY CHOOSE US:

• Our team of experts has a proven track record of delivering strong investment results, making us a trusted partner for our clients.
• We offer a personalised approach to investment management, taking the time to understand our clients’ unique needs and goals.
• Our commitment to transparency, integrity and exceptional client service sets us apart from other investment managers in New Zealand.

FAQ
1. What is KiwiSaver and how can it help me save for retirement?
KiwiSaver is a voluntary, work-based savings scheme that helps you save for your retirement. It’s a great way to build wealth over time, with benefits such as employer contributions, government contributions and tax advantages.

2. What types of investment funds do you offer and how do they differ?
We offer a range of investment funds, including conservative, balanced and growth options. Each fund has a different investment objective and risk profile, allowing our clients to choose the one that best aligns with their financial goals and risk tolerance.

3. How do you approach wealth management and what services do you offer?
Our wealth management services are designed to help our clients achieve their long-term financial objectives. We offer a comprehensive approach to wealth management, including investment advice, portfolio management and financial planning, all tailored to our clients’ unique needs and circumstances.