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

Wednesday Oct 23, 2024

How do you decide on fund suitability as you get older? What’s right for you? Milford Financial Adviser Gareth Stythe chats with Toni, Jase and Sam on The Coast about the questions you need to ask yourself.

Milford on ZM: 16 October 2024

Wednesday Oct 16, 2024

Wednesday Oct 16, 2024

The average withdrawal from a KiwiSaver fund to purchase a first home is $35,000.  Head of KiwiSaver at Milford, Murray Harris, talks with Bree and Clint from ZM about the process, and how much you can withdraw.

Wednesday Oct 16, 2024

Fund choice can make a difference if you’re planning to use your KiwiSaver for a first-home deposit. Head of KiwiSaver at Milford, Murray Harris, talks with PJ and Matty from The Hits about the different funds available, and when it’s wise to change funds after you’ve made your deposit withdrawal.

Wednesday Oct 16, 2024

DIY investing vs managed funds. Milford Financial Adviser Gareth Stythe chats with Toni, Jase and Sam on The Coast about the benefits of investing in a managed fund, including tax, diversification and having a team of professionals doing the hard work for you.

Wednesday Oct 09, 2024

You’ve received a substantial inheritance from a loved one – so what should you do next? Milford Financial Adviser Nicky Reid chats with Toni, Jase and Sam on The Coast about the surprising things you should consider when thinking about saving or spending the money.

Wednesday Oct 09, 2024

Recent data shows $1.2bn was withdrawn from KiwiSaver by first-home purchasers over the past year. Head of KiwiSaver at Milford, Murray Harris, talks with PJ and Matty from The Hits about the process and requirements needed to withdraw KiwiSaver funds for a house deposit.

Milford on ZM: 9 October 2024

Wednesday Oct 09, 2024

Wednesday Oct 09, 2024

Milford is on the move! Our KiwiSaver team has hit the road this week, holding KickStart your KiwiSaver events around the country. Head of KiwiSaver at Milford, Murray Harris, explains to Bree and Clint from ZM on what to expect – including free breakfast!

Milford on ZM: 2 October 2024

Wednesday Oct 02, 2024

Wednesday Oct 02, 2024

Should we consider a DIY approach to investing? KiwiSaver Adviser at Milford, Liam Robertson, talks through the pros and cons with Bree and Clint from ZM.

Wednesday Oct 02, 2024

With the US election on the horizon, should we be worried about our investments? Financial Adviser Nicky Reid chats with Toni, Jase and Sam on The Coast.

Wednesday Oct 02, 2024

Managing your own investment portfolio might be a lower cost option, but is it worth it in the long run? Senior Financial Adviser at Milford, Liam Robertson, talks with PJ and Matty from The Hits about the benefits of investing in a managed fund.

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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