OnTrack with Milford

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.

  1. 5 NOV

    Milford on ZM: 5 Nov 2025

    How can you avoid a Christmas over-spend? Milford Senior KiwiSaver Financial Adviser Liam Robertson shares some ideas on how to reduce spending with Bree and Clint from ZM. 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 reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

    1 min

  2. 5 NOV

    Milford on The Hits: 5 Nov 2025

    Christmas is an expensive time, so what’s the best way to stay within, or even under budget? Milford Senior KiwiSaver Financial Adviser Liam Robertson shares some top tips with PJ and Matty from The Hits to help you make the most of your KiwiSaver before the year wraps up.    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 reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

    4 min

  3. 28 OCT

    Milford on ZM: 29 Oct 2025

    There are three key things to consider for your KiwiSaver, as we head into the end of the year. Investor Services Senior Associate, Maddie Cruickshank breaks them down with Bree and Clint from ZM. 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 reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

    1 min

  4. 28 OCT

    Milford on Coast: 29 Oct 2025

    Would you put your KiwiSaver on term deposit? Milford Financial Adviser Nicky Reid talks to Toni, Jase and Sam on Coast, about the differences between a term deposit and managed fund – including risk vs medium to long-term compensation.   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 reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

    4 min

  5. 22 OCT

    Milford on The Hits: 22 Oct 2025

    The holidays are just around the corner, so it’s the perfect time to take stock of everything around you, including your KiwiSaver. Milford Investor Services Associate Maddie Cruickshank shares three simple tips with PJ and Matty from The Hits to help you make the most of your KiwiSaver before the year wraps up.  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 reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

    3 min

  6. 14 OCT

    Milford on Coast: 15 Sept 2025

    With the recent 50 basis points cut to the OCR, what could this mean for your household finances? Milford Financial Adviser Nicky Reid talks to Toni, Jase and Sam on Coast, about why this might be the right time to talk to a financial adviser.   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 reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

    3 min

  7. 7 OCT

    Milford on The Hits: 8 Oct 2025

    Planning for retirement isn’t high on the list for most young people entering the workforce. Head of KiwiSaver at Milford, Murray Harris, talks to PJ and Matty from The Hits about why investing in KiwiSaver from your first pay packet makes good financial sense. And he breaks down the numbers to show how much you lose in retirement by waiting until your 30s or 40s.   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 reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

    4 min

  8. 17 SEPT

    Milford on Coast: 17 Sept 2025

    Emotions play a big part in our decision making – especially when it comes to finances. It even has an official term – Behavioural Economics. Head of Wealth Management and Advice at Milford, Philip Morgan Rees talks to Toni, Jase and Sam on Coast, about some trips and tips on how to be objective when developing an investment strategy. 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 reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

    3 min
See All (100)

About

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.

Information

  • Creator
    Milford
  • Years Active
    2023 - 2025
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    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.
  • Show Website
    OnTrack with Milford

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