Milford Asset Management

Milford Asset Management Your award-winning investment partner. A specialist KiwiSaver & Investment firm with a strong history of growing wealth.

16/09/2026

Your future deserves an award-winning KiwiSaver provider.​

That's why we're thrilled to share that Milford has been recognised as Canstar's Provider of the Year - KiwiSaver 2026 for the 7th year in a row.​

​We've also been awarded Canstar’s ​
🏆Outstanding Value - KiwiSaver Scheme 2026​
🏆 Outstanding Value - Cash Fund 2026​
🏆 Outstanding Value - Balanced Fund 2026​
🏆 Outstanding Value - Active Growth Fund 2026​

Thank you to our clients for trusting us to help build your financial future.​

​​​
*Milford received Canstar’s Provider of the Year KiwiSaver Award in 2026, 2025, 2024, 2023, 2022, 2021 and 2020.​

*For information on Canstar’s Outstanding Value Awards relating to the Milford KiwiSaver Plan please see https://www.canstar.co.nz/kiwisaver/awards/​

Milford Funds Limited is the issuer of the Milford KiwiSaver Plan. Please read the Milford KiwiSaver Plan Product Disclosure Statement at milfordasset.com. Before investing you may wish to seek financial advice. For more information on our financial advice services please visit milfordasset.com/getting-advice. Past performance is not a reliable indicator of future performance.

16/09/2026

In episode 93 of Bridge talks Business, Milford Wealth Management Adviser Julie Shacklady joins Ryan Bridge to discuss how the NZ sharemarket has historically performed before and after elections, why markets value certainty, and how much political outcomes really matter to long-term investment success.

Head to https://milfordasset.com/insights/ep93-do-elections-actually-matter-for-investors to watch the full video, read the article, or listen to the episode wherever you get your podcasts.
Milford is an active manager with views and portfolio positions subject to change. This content is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. If you are in need of financial advice, you should speak to a Financial Adviser.

09/09/2026

In episode 92 of Bridge talks Business, Dr Jacki Johnson, board director, researcher and author of When the Mirror Shatters, joins Ryan Bridge to discuss the leadership lessons she learned through the Christchurch earthquakes, why values are revealed through behaviour rather than words, and how organisations can build trust while balancing the needs of multiple stakeholders.

Head to https://milfordasset.com/insights/ep92-what-happens-when-company-values-are-put-to-the-test to watch the full video, read the article, or listen to the episode wherever you get your podcasts.
Milford is an active manager with views and portfolio positions subject to change. This content is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. If you are in need of financial advice, you should speak to a Financial Adviser.

02/09/2026

In episode 91 of Bridge talks Business, Milford Investment Analyst Dr Deborah Lambie joins Ryan Bridge to discuss the breakthrough personalised cancer treatment developed by Moderna and Merck. Deborah highlights how mRNA technology is moving beyond COVID-19 vaccines and why investors believe this could be one of the most significant healthcare developments in years. They also explore the opportunities, risks and commercial realities behind the excitement. But first, here are your top five business bits.

Head to https://milfordasset.com/insights/ep91-could-modernas-mrna-breakthrough-transform-cancer-treatment to watch the full video, read the article, or listen to the episode wherever you get your podcasts.

Milford is an active manager with views and portfolio positions subject to change. This content is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. If you are in need of financial advice, you should speak to a Financial Adviser.

25/08/2026

In episode 90 of Bridge talks Business, Murray Harris, Milford General Manager KiwiSaver and Investment Funds, talks with Ryan Bridge about how KiwiSaver is at a pivotal juncture, with political parties proposing to reshape New Zealand’s largest retirement savings scheme. What could those changes mean, and what should New Zealanders be thinking about as the debate around retirement savings builds? Murray highlights the latest policy proposals, the risks of constant tinkering, and the bigger opportunity to strengthen financial resilience and help more Kiwis prepare well for retirement.

Head to https://milfordasset.com/insights/ep90-whats-ahead-for-kiwisaver-and-how-could-changes-affect-you to watch the full video, read the article or listen to the episode wherever you get your podcasts.
Milford is an active manager with views and portfolio positions subject to change. This content is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. If you are in need of financial advice, you should speak to a Financial Adviser.

19/08/2026

In episode 89 of Bridge talks Business, Milford Portfolio Manager Sam Trethewey talks to Ryan Bridge about how a proposed AI-focused data centre in the small town of Stratford has captured investor attention. Sam shares why the story behind the headline may be less about software and more about electricity, infrastructure and New Zealand’s chance to plug into a global digital build-out.

Head to https://milfordasset.com/insights/ep89-could-ai-power-new-zealands-next-investment-boom to watch the full video, read the article or listen to the episode wherever you get your podcasts.
Milford is an active manager with views and portfolio positions subject to change. This content is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. If you are in need of financial advice, you should speak to a Financial Adviser.

17/08/2026

Good money habits start early and the right advice can make all the difference. With free financial advice from Milford, you can feel more informed about your financial future. Visit milfordasset.com
This video is in paid partnership with Milford and is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice.

Past performance is not a reliable indicator of future performance. Milford Funds Limited is the Issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. For more information on our financial advice services and to view Milford’s Financial Advice Provider Statement please visit milfordasset.com/getting-advice.

12/08/2026

In episode 88 of Bridge talks Business, Milford Foundation General Manager Lucy Doyle talks with Ryan Bridge about how businesses can create meaningful impact beyond commercial success. Lucy shares the story behind Milford’s philanthropic journey, the Foundation’s achievements over its first five years, and why investing in young people is central to its next chapter. From education equity and financial capability to community resilience, this conversation looks at how purposeful giving can help build stronger futures for New Zealand.

Head to https://milfordasset.com/insights/ep88-the-business-of-giving-back to watch the full video, read the article or listen to the episode wherever you get your podcasts.
Milford is an active manager with views and portfolio positions subject to change. This content is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. If you are in need of financial advice, you should speak to a Financial Adviser.

11/08/2026

Saving for retirement is a long-term goal. See how Milford’s KiwiSaver plan could help grow your future. Visit www.milfordasset.com.

*Milford KiwiSaver Conservative Fund ranked 1st out of 14 funds in the Conservative category, Milford KiwiSaver Balanced Fund ranked 1st out of 18 in the Balanced category, and Milford KiwiSaver Active Growth Fund ranked 1st out of 17 in the Growth category for 10-year returns as at 31.03.26 in the Morningstar KiwiSaver Survey March 2026 available at www.morningstar.com.au/insights/topic/kiwisaver-survey

Past performance is not a reliable indicator of future performance. Milford Funds Limited is the Issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. Milford Private Wealth Limited FSP391786 is the financial advice provider. For more information on Milford’s financial advice services and to view Milford’s Financial Advice Provider Statement please visit milfordasset.com/getting-advice.

© 2026 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its affiliates or content providers; (2) may not be copied, adapted or distributed; (3) is not warranted to be accurate, complete or timely; and (4) does not constitute advice of any kind, whether investment, tax, legal or otherwise; and (5) has been prepared for New Zealand wholesale clients of Morningstar Research Ltd, and is not intended for New Zealand retail clients. Neither Morningstar nor its content providers are responsible for any damages arising from the use and distribution of this information. Past performance is no guarantee of future results.

05/08/2026

What is an index, what are the risks, and why does active management matter? In episode 87 of Bridge talks Business, Wealth Management Adviser Gareth Stythe talks with Ryan Bridge about how some of the widely followed indices have become more concentrated, with technology stocks making up a larger proportion than ever before. They discuss the implications for investors, and how employing an active investment strategy can help to mitigate some of these risks.

Head to https://milfordasset.com/insights/ep87-beyond-the-index-why-active-investing-matters to watch the full video, read the article or listen to the episode wherever you get your podcasts.
Milford is an active manager with views and portfolio positions subject to change. This content is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. If you are in need of financial advice, you should speak to a Financial Adviser.

Address

Level 12, 50 Albert Street
Auckland
1010

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+64800662345

Website

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