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 The Hits: 5 Mar 2025

Wednesday Mar 05, 2025

Wednesday Mar 05, 2025

Research has shown that overall wellbeing is closely linked to financial wellbeing. So, how can you check if you’re on track to reach your financial goals? Head of KiwiSaver at Milford, Murray Harris, talks to PJ and Matty from The Hits about the types of advice that are available at Milford, and the proven benefits advice provides.

Milford on Coast: 5 Mar 2025

Wednesday Mar 05, 2025

Wednesday Mar 05, 2025

What are some of the things you need to consider when setting financial goals – and why are goals important? Milford Financial Adviser Nicky Reid explains to Toni, Jase and Sam on The Coast, that if you don’t know where you’re going financially, how do you get there.

Milford on ZM: 5 Mar 2025

Wednesday Mar 05, 2025

Wednesday Mar 05, 2025

What does digital advice involve? Head of KiwiSaver at Milford, Murray Harris, gives Bree and Clint from ZM some guidance on accessing free digital advice using Milford’s online tools.

Milford on ZM: 26 Feb 2025

Wednesday Feb 26, 2025

Wednesday Feb 26, 2025

What are the key questions when choosing a KiwiSaver provider?  Senior KiwiSaver Financial Adviser at Milford, Liam Robertson, gives Bree and Clint from ZM some guidance on making an informed choice.

Milford on The Hits: 26 Feb 2025

Wednesday Feb 26, 2025

Wednesday Feb 26, 2025

How can you make your money work harder? Senior KiwiSaver Financial Adviser at Milford, Liam Robertson, talks to PJ and Matty from The Hits making active decisions and asking the right questions about your fund manager.

Milford on Coast: 26 Feb 2025

Wednesday Feb 26, 2025

Wednesday Feb 26, 2025

Accumulation, pre-retirement and retirement are different stages of life, with unique goals. Milford’s Head of Wealth Management, Phil Morgan Rees, chats with Toni, Jase and Sam on The Coast about how you can make the most of each stage and help to take out the volatility of assets that you’ll need at the start of retirement.

Milford on ZM: 19 Feb 2025

Wednesday Feb 19, 2025

Wednesday Feb 19, 2025

Head of KiwiSaver at Milford, Murray Harris, gives Bree and Clint from ZM some guidance on setting up an investment fund alongside your KiwiSaver – giving you flexibility to save for a shorter-term goal.

Milford on The Hits: 19 Feb 2025

Wednesday Feb 19, 2025

Wednesday Feb 19, 2025

KiwiSaver is great if you’re saving for your first home or retirement, but is it the best option for young children? Head of KiwiSaver at Milford, Murray Harris, talks to PJ and Matty from The Hits about setting up an investment fund for your children – and the benefits of starting earlier rather than later.

Milford on The Coast: 19 Feb 2025

Wednesday Feb 19, 2025

Wednesday Feb 19, 2025

What’s the benefit of an investment fund over a term deposit? Milford’s Head of Wealth Management, Phil Morgan Rees, chats with Toni, Jase and Sam on The Coast about the differences, and explains why you shouldn’t anticipate future returns based on past returns.

Milford on The Hits: 12 Feb 2025

Wednesday Feb 12, 2025

Wednesday Feb 12, 2025

Making and sticking with financial resolutions can have a positive long-term effect on financial wellbeing – including having a ‘choices’ retirement over a ‘no-frills’ one. Head of KiwiSaver at Milford, Murray Harris, talks to PJ and Matty from The Hits about how to close the gap between what you receive from the government after 65, and what you need to maintain your desired retirement lifestyle.

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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