Milford Asset Management

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

29/07/2026

From Finfluencers and deepfake scams, to the rise of AI-powered investing tips – the risk of financial advice from unregulated sources is increasing. In episode 86 of Bridge talks Business, Milford Wealth Management Adviser Nicky Reid joins Ryan Bridge to explain what regulated financial advice looks like, how to spot red flags, and why personalised, accountable advice still matters.

Head to https://milfordasset.com/insights/ep86-the-worrying-rise-of-risky-financial-influences 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.

28/07/2026

Saving for retirement doesn’t have to be complicated - stay consistent, think long term, and make the most of KiwiSaver guidance when it’s available. Visit www.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. 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.

23/07/2026

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. 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.

22/07/2026

The retirement you want begins with one simple question: How much will I need? In episode 85 of Bridge talks Business, Milford Wealth Management Adviser Liam Robertson joins Ryan Bridge to provide his top tips for turning retirement uncertainty into clear, confident action. He discusses understanding the lifestyle you want, knowing how to build practical savings habits, and reviewing your plan as life changes.

Head to https://milfordasset.com/insights/ep85-retirement-planning-starts-with-knowing-your-number 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.

16/07/2026

Small amounts can add up over time. With KiwiSaver, government contributions, and access to financial advice from Milford, it pays to stay consistent and think long term.


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. 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.

15/07/2026

What’s shaped financial markets in 2026 and what’s yet to come? In episode 84 of Bridge talks Business, Milford Portfolio Manager Mark Riggall joins Ryan Bridge for a clear, practical look at what’s happening across global markets - from the dominance of US technology stocks and the role of AI, to opportunities in bonds, currencies and commodities. He unpacks what’s driven markets so far this year, where investors are seeing value, explains “market of stocks” and outlines key risks that could shape the outlook for the months ahead.

Head to https://milfordasset.com/insights/ep84-what-investors-should-watch-next 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.

08/07/2026

What should first-time investors steer clear of? In episode 83 of Bridge talks Business, Ryan Bridge talks with Milford Wealth Management Adviser Jess Travers, highlighting five common pitfalls that can undermine long-term financial success: waiting for the “perfect” moment, following hype, overlooking diversification, reacting emotionally and chasing quick returns. She also explains how investors can take a more disciplined approach.

Head to https://milfordasset.com/insights/ep83-the-five-investing-traps-to-avoid 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.

01/07/2026

Successful investing starts with understanding the building blocks of a portfolio. In episode 82 of Bridge Talks Business, Ryan Bridge talks with Milford Credit Analyst Remy Wisenberg, breaking down the basics of bonds: what they are, how they differ from shares, and why companies and governments issue them. From real-world corporate bond examples to how Milford actively manages bond funds, this conversation offers a clear and practical introduction to fixed income investing and the role bonds can play in generating steady returns for investors.

Head to https://milfordasset.com/insights/ep82-bond-basics-with-no-boring-bits 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.

24/06/2026

Can you use your KiwiSaver funds for a facelift? In this episode of Bridge Talks Business, Ryan Bridge sits down with financial journalist and money correspondent Susan Edmunds to discuss her new book “Your KiwiSaver Questions Answered”. She shares practical, judgment-free insights and answers to questions you might be afraid to ask - helping everyday New Zealanders feel more confident about their financial future. We have five copies of Susan’s book to give away – check Milford’s Instagram page to be in to win. Terms and conditions apply.

Head to https://milfordasset.com/insights/ep81-kiwisaver-myth-busters-the-questions-kiwis-are-afraid-to-ask 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.

17/06/2026

I Caught up with a few Kiwis to hear their thoughts on KiwiSaver and if they knew of Milford's standing during the last decade. After asking how important customer service is to them, check out how Milford’s customer service fared.

If you want help shaping your own plan, check out www.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.

*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

© 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.

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

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