OnTrack with Milford

OnTrack with Milford is your channel for valuable insights into the world of investments and personal finance. With a wide range of topics and timely insights from Milford’s down-to-earth and experienced team of experts, you can stay on track toward reaching your goals no matter where you are or what you are doing.

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Episodes

Milford on ZM: 4 December 2024

Wednesday Dec 04, 2024

Wednesday Dec 04, 2024

It’s time to set your 2025 resolutions! Murray Harris, Head of KiwiSaver at Milford, joins Bree and Clint from ZM to talk about the importance of including financial goals in your plan and how increasing your KiwiSaver contribution by a small fraction now could make a difference of thousands in retirement.

Wednesday Dec 04, 2024

Christmas can be an expensive time of year, and Head of KiwiSaver Murray Harris shares practical tips with PJ and Matty from The Hits for managing the holiday financial pressures. As we transition into the New Year, they also touch on the importance of including financial goals as part of your 2025 resolutions.

Wednesday Dec 04, 2024

As 2025 approaches, Milford Financial Adviser Gareth Stythe joins Toni, Jase, and Sam on The Coast to discuss how the holiday break is the perfect time to review and reset your financial goals. He emphasises the value of using tools and expert advice to refine your strategy for smarter financial decisions in the year ahead.

Wednesday Nov 27, 2024

What does the OCR cut mean for your mortgage? Milford Financial Adviser Gareth Stythe chats with Toni, Jase and Sam on The Coast about ways to make the most of a mortgage rate drop, including why now could be a good time to consider an investment fund over a term deposit.

Wednesday Nov 27, 2024

You can’t take it with you, so what happens to your KiwiSaver money when you die? Senior KiwiSaver Financial Adviser at Milford, Liam Robertson, talks with PJ and Matty from The Hits about how you can ensure your hard-earned money is allocated to the people you want.

Milford on ZM: 27 November 2024

Wednesday Nov 27, 2024

Wednesday Nov 27, 2024

Does the government take your KiwiSaver money when you die? KiwiSaver Financial Adviser at Milford, Liam Robertson, gives Bree and Clint from ZM a rundown on what happens to your money if you have a will, or you don’t have a will.

Wednesday Nov 20, 2024

Financial risk is normally associated with losing money, but what about the risk of not taking enough risk? Milford Financial Adviser Jessica Travers chats with Toni, Jase and Sam on The Coast about why being conservative with your financial decisions might not get you the returns you need to reach your goals.

Milford on ZM: 20 November 2024

Wednesday Nov 20, 2024

Wednesday Nov 20, 2024

The word diversification is thrown around a lot in financial circles – but what does it actually mean? KiwiSaver Financial Adviser at Milford, Liam Robertson, gives Bree and Clint from ZM an easy-to-understand example of what diversification could look like.

Wednesday Nov 20, 2024

Diversification can be simply explained as not putting all your eggs in one basket – but what does that actually mean in practical terms? Senior KiwiSaver Financial Adviser at Milford, Liam Robertson, talks with PJ and Matty from The Hits about what diversification involves, and what it means for your KiwiSaver funds.

Wednesday Nov 13, 2024

A common question people ask is, "Which KiwiSaver fund is right for me?" Milford's Senior KiwiSaver Financial Adviser, Liam Robertson, joined PJ and Matty on The Hits to discuss fund suitability and how your choice can impact your future balance. He emphasises the importance of reviewing your financial goals, understanding your risk tolerance, and considering your investment timeframe.

2024 © Milford Asset Management Limited. Disclaimer: Milford is an active manager with views and portfolio positions subject to change. This podcast 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. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a guarantee of future performance.

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