OnTrack with Milford

Milford on Coast: 23 Apr 2025

So, you’ve retired – what now? Milford’s Head of Wealth Management, Philip Morgan Rees, talks with Toni, Jase and Sam on Coast, about why a retirement investment strategy is important to ensure your money lasts as long as you do.

Milford on Coast: 16 Apr 2025

How can you make your money work for you when markets are volatile? Milford’s Head of Wealth Management, Philip Morgan Rees, talks with Toni, Jase and Sam on Coast, about why markets don’t like uncertainty, why staying the course is wise, and the upside when share prices fall.

Milford on Coast: 9 Apr 2025

Diversification is something everybody recommends – but what exactly does it mean or look like?  Financial Adviser Jess Travers talks with Toni, Jase and Sam on Coast, about the four main investment types in New Zealand, and how each performs differently at different times in the economic cycle.

Milford on Coast: 2 Apr 2025

Investing can seem daunting from the outside but, as Financial Adviser Jess Travers explains, it’s easy to get started, and you don’t need much. She shares some tips with Toni, Jase and Sam on Coast, about how to take the first step into the world of investing. 

Milford on ZM: 27 Mar 2025

Need some top money tips for your 20s? Senior KiwiSaver Adviser Liam Robertson talks to Bree and Clint from ZM about what you can do to set yourself up for financial success.

Milford on Coast: 27 Mar 2025

What’s the best way to cut down credit card use? Milford Financial Adviser Gareth Stythe shares some tools with Toni, Jase and Sam on Coast, to help determine wants from needs, and take control of credit card debt.

Milford on The Hits: 27 Mar 2025

If you’re in your 20s, Milford Senior KiwiSaver Adviser Liam Robertson has some great tips for getting on the path to financial security. He talks to PJ and Matty from The Hits about three key things you can do to help you reach your money goals.

Milford on ZM: 19 Mar 2025

The average KiwiSaver balance has risen to $37,000 (up $5,000) over the past year, according to stats released by the Retirement Commission. Milford Senior KiwiSaver Adviser Liam Robertson talks to Bree and Clint from ZM about proposed changes to raise that number even higher, including increasing the minimum contribution rates from 3-4%.

Milford on The Hits: 19 Mar 2025

How would your KiwiSaver balance change at 65, if minimum contribution rates were raised from 3% to 4%, and matched by your employer? Milford Senior KiwiSaver Adviser Liam Robertson talks to PJ and Matty from The Hits about the Retirement Commission’s review to increase rates, and why it’s the right time to consider this.

Milford on Coast: 19 Mar 2025

If you have money invested, sell-offs are a part of the process, but are they are a reason to make changes to your investment? Milford Financial Adviser Gareth Stythe explains to Toni, Jase and Sam on Coast, why it’s important to be prepared for the ups and downs, and how to stay the course.