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

Milford Asset Management

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

28/10/2026

Kickstart Your KiwiSaver is coming to Queenstown.

Over free coffee and breakfast, the Milford team will share insights and discuss practical ways to strengthen your long-term investment strategy.

Whether you're early in your KiwiSaver journey or simply looking to check you're on the right track, this session is designed to leave you feeling informed and confident. Come along with any questions you'd like answered.

📍Mountain Club Beach Street, 85 Beach Street, Queenstown
🗓️ Wednesday 11 November
⏰ 7:30am – 8:15am

Use this link to register now https://milfordasset.com/kickstartkiwisaver
Milford Funds Limited is the Issuer of the Milford KiwiSaver Plan. Please read the Milford KiwiSaver Plan Product Disclosure Statement at milfordasset.com. For more information on our financial advice services visit milfordasset.com/getting-advice

28/10/2026

AI is grabbing the headlines, but debt is helping foot the bill. In episode 99 of Bridge talks Business, Milford Investment Analyst Katlyn Parker explores with Ryan Bridge the borrowing behind the data centre boom, why even cash-rich tech giants are turning to lenders, and what this growing exposure means for everyday investors.
Head to https://milfordasset.com/insights/ep99-who-is-paying-for-the-ai-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.

23/10/2026

Labour Weekend is here, bringing an extra day to spend however you like.

Whether you're heading away, catching up with friends and family, ticking off some odd jobs, or simply slowing down, we hope you find time to relax and recharge.

Have a safe and enjoyable long weekend from the Milford team.
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.

23/10/2026

You've worked hard to build your wealth. We're here to help you put it to work.

Whether you're thinking about your KiwiSaver account, Investment Funds or making the most of your wealth, we would love for you to come and have a chat with the Milford team at the Ashburton A&P Show.

📍 Site 4
📅 30-31 October
Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and 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 about our financial advice services please see milfordasset.com/getting-advice.

21/10/2026

Free brekkie. Fresh coffee. Smart money conversations. All before you head off to work.

If that sounds like your kind of morning, come along to Kickstart Your KiwiSaver in Wellington.

Whether you're saving for your first home, building long-term wealth, or just want to better understand your KiwiSaver account, join our team for a relaxed morning of investing insights.

📍 Dillinger's Brasserie & Bar, 155 Lambton Quay Wellington Central
🗓️ Thursday 5 November
⏰ 7:30am – 8:15am

Click the link to register now https://milfordasset.com/kickstartkiwisaver
Milford Funds Limited is the Issuer of the Milford KiwiSaver Plan. Please read the Milford KiwiSaver Plan Product Disclosure Statement at milfordasset.com. For more information on our financial advice services visit millfordasset.com/getting-advice

20/10/2026

As new investment trends gain momentum, is following them the right move? In episode 98 of Bridge talks Business, Milford Wealth Management Adviser Jess Travers talks to Ryan Bridge about why investors can be drawn to the latest market trends - and the risks of following the hype. Jess shares practical guidance on how to look beyond the headlines, assess opportunities on their merits, and stay focused on a long-term investment strategy.

Head to https://milfordasset.com/insights/ep98-the-next-big-thing-smart-investment-or-risky-trend 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.

16/10/2026

Heading along to the Hawkes Bay A&P show?

Make sure you stop by and visit the Milford team.

Whether you’re already a client or simply want to learn more about our Investment Funds, Milford KiwiSaver Plan, and Wealth Management service, come and have a chat with the team.

📍 Site EH102
📅 22-23 October
Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and 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 about our financial advice services please see milfordasset.com/getting-advice.

14/10/2026

New Zealand’s economy is showing tentative signs of recovery, but is the momentum strong enough to last? In episode 97 of Bridge talks Business, Investment Analyst Jeremy Hutton talks to Ryan Bridge about the latest macroeconomic data, signs of life in retail spending, and what rising fuel costs and global interest rates could mean for households and businesses. He looks at the upcoming election and its potential market implications. With pockets of resilience emerging across the NZX, he also discusses whether the recovery is finally gaining traction or fresh headwinds are about to slow things down.

Head to https://milfordasset.com/insights/ep97-is-nz-on-the-road-to-recovery-or-facing-fresh-headwinds 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.

09/10/2026

Good financial decisions start with good conversations.

We’ll be at the Bay Home Show, ready to answer your questions and help you better understand your options.

Whether you’re new to investing or wanting to chat about your existing investments. The team can take you through our Investment Funds, Milford KiwiSaver Plan or Wealth Management service.

📍 Site 331
📅 16-18 October
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Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and 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 about our financial advice services please see milfordasset.com/getting-advice.

07/10/2026

In episode 96 of Bridge talks Business, we discuss whether KiwiSaver can solve New Zealand’s infrastructure problems. Milford Investment Director Max Harrison joins Ryan Bridge to unpack how infrastructure investing works, why Australia is further ahead, Milford's recent $100 million commitment to public-private partnership infrastructure fund Zealandia, and whether directing retirement savings into local infrastructure should be legally mandated.
Head to https://milfordasset.com/insights/ep96-can-kiwisaver-solve-new-zealands-infrastructure-problems 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

https://milfordasset.com/

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