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: 13 November 2024

Wednesday Nov 13, 2024

Wednesday Nov 13, 2024

Milford's Senior KiwiSaver Financial Adviser, Liam Robertson, joined Bree and Clint on ZM to tackle a common question: "Which KiwiSaver fund is right for me?" Liam explained fund choice and suitability, emphasising the importance of reviewing your financial goals, understanding your risk tolerance, and considering your investment timeframe.

Wednesday Nov 13, 2024

Entering your 40s often means a shift in life priorities, and with that comes new financial considerations. Milford Financial Adviser Jessica Travers joined Toni, Jase, and Sam on The Coast to discuss what to focus on during this stage – ranging from paying down your mortgage, building your investment portfolio, reviewing your KiwiSaver contributions and the importance of starting conversations with your children about money.

Wednesday Nov 06, 2024

Moving into your 30s, your earning potential likely increases, along with life expenses. Milford Financial Adviser Nicky Reid chats with Toni, Jase and Sam on The Coast about how to avoid the ‘lifestyle creep’ as your pay packet grows, and ways to keep focused on long-term goals.

Milford on ZM: 6 November 2024

Wednesday Nov 06, 2024

Wednesday Nov 06, 2024

$500m of government contributions to KiwiSaver were missed out on last year, because people didn’t contribute enough to meet the threshold. Senior KiwiSaver Financial Adviser at Milford, Liam Robertson, talks with Bree and Clint from ZM about how you can ensure you receive the government’s annual $521.

Wednesday Nov 06, 2024

Did you know you’re not alone when it comes to building up your KiwiSaver balance? Senior KiwiSaver Financial Adviser at Milford, Liam Robertson, talks with PJ and Matty from The Hits about the other parties that contribute to your KiwiSaver and how you can ensure you don’t miss out on the annual government contribution of $521.

Wednesday Oct 30, 2024

Are you afraid of risk when it comes to investing? Head of KiwiSaver at Milford, Murray Harris, talks with PJ and Matty from The Hits about how risk can be your friend if you understand it.

Milford on ZM: 30 October 2024

Wednesday Oct 30, 2024

Wednesday Oct 30, 2024

Milford was in Hamilton this week for our Kickstart your KiwiSaver breakfast! Head of KiwiSaver at Milford, Murray Harris, talks with Bree and Clint from ZM about the event, and the top five tips they shared with attendees.

Wednesday Oct 30, 2024

Investing can look very different in your 20s than it does in your 50s. Milford Financial Adviser Nicky Reid chats with Toni, Jase and Sam on The Coast about investing through the decades. Today she talks about the three key things people in their 20s need to consider.

Milford on ZM: 23 October 2024

Wednesday Oct 23, 2024

Wednesday Oct 23, 2024

Milford is heading to Hamilton! If you fancy a free brekkie while you learn more about KiwiSaver, head to the Hamilton Innovation Park at 7.30am Wednesday 30 October. Head of KiwiSaver at Milford, Murray Harris, talks with Bree and Clint from ZM about what to expect at this KiwiSaver Kickstart event.

Wednesday Oct 23, 2024

There are two important levers you can control that will have an impact on your KiwiSaver balance at 65. Head of KiwiSaver at Milford, Murray Harris, talks with PJ and Matty from The Hits about what they are, and how you could potentially have hundreds of thousands more at retirement.

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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