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 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.

Milford on The Coast: 12 Feb 2025

Wednesday Feb 12, 2025

Wednesday Feb 12, 2025

With all the global changes already in 2025, how do you know when it’s a good time to invest? Milford Financial Adviser Jess Travers chats with Toni, Jase and Sam on The Coast about why you shouldn’t feel nervous about investing when markets are down or volatile.

Milford on ZM: 12 Feb 2025

Wednesday Feb 12, 2025

Wednesday Feb 12, 2025

What sort of information do you need when researching KiwiSaver providers? Head of KiwiSaver at Milford, Murray Harris, gives Bree and Clint from ZM some guidance on the key things to consider.

Milford on ZM: 5 Feb 2025

Wednesday Feb 05, 2025

Wednesday Feb 05, 2025

New Year’s resolutions aren’t always easy to achieve, but Head of KiwiSaver at Milford, Murray Harris, gives Bree and Clint from ZM one goal they can fulfil.

Milford on The Hits: 5 Feb 2025

Wednesday Feb 05, 2025

Wednesday Feb 05, 2025

Out of all the resolutions you’ve made for 2025, how many have already been broken? Head of KiwiSaver at Milford, Murray Harris, talks to PJ and Matty from The Hits about the one resolution that can have a positive, long-term benefit – along with seven easy steps to get there.

Milford on The Coast: 5 Feb 2025

Wednesday Feb 05, 2025

Wednesday Feb 05, 2025

Taking check of your finances, investments and progress against goals once a year is helpful to fully understand your financial situation. Milford Financial Adviser Jess Travers chats with Toni, Jase and Sam on The Coast about what to look for and what to change to make the most of your finances in 2025.

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.

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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