OnTrack with Milford

Greed and fear are often two of the most common mistakes investors make. Milford Financial Adviser Nicky Reid talks to Toni, Jase and Sam on Coast, about how emotions can sway decisions in a shifting market.

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 ...

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 y...

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 intende...

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 a...

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 financ...

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 per...

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...

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 d...

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 i...

Is it a good idea to have an investment fund alongside your KiwiSaver? What’s the difference between the two?  Milford Senior KiwiSaver Financial Adviser Liam Robertson explains the pros and cons of both 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...

If you have KiwiSaver, a “side-car investment” could provide some added flexibility into your savings plan. Senior KiwiSaver Financial Adviser at Milford, Liam Robertson, talks to PJ and Matty from The Hits about the similarities and differences between KiwiSaver and investment funds, outlines the pros and cons for both, and explains why they work well together side by side.

This podcast is intended to provide general information...

Are you an AI optimist? Milford Financial Adviser Gareth Stythe talks to Toni, Jase and Sam on Coast, about the positive benefits of AI, and also touches on the things to watch out for.

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...

What’s the process if you want to withdraw funds from your KiwiSaver to help with a first-home deposit? Investor Services Senior Associate Maddie Cruickshank breaks down the steps 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 requi...

An increasing number of people are buying their first home – and using their KiwiSaver to help build their deposit. Maddie Cruickshank from Milford talks to PJ and Matty from The Hits about why there is an increase, and what the process is.

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 fi...

What’s the difference between a managed fund and a DIY investing approach? Milford Financial Adviser Jess Travers talks through the variations with Bree and Clint from ZM, including the considerations when deciding the best option for you.

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 fin...

What exactly is a Bull market and what should you be aware of in a Bear market? Milford Financial Adviser Gareth Stythe talks to Toni, Jase and Sam on Coast, about the official definitions, what market state we’re currently in, and what to watch out for.

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 inve...

What’s the difference between DIY investing vs Managed Funds? Financial Adviser at Milford, Jess Travers, talks to PJ and Matty from The Hits about the things to consider when deciding the best option.

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 fina...

If you’re new to investing, how do you know where to start? Milford Financial Adviser Jess Travers talks to Toni, Jase and Sam on Coast, about the difference between passively and actively managed funds. She also outlines the things to watch out for if you choose to invest in the stock market independently.

This podcast is intended to provide general information only. It does not take into account your investment needs or persona...

How easy is it to open an investment fund? Milford Senior Associate Maddie Cruickshank walks  PJ and Matty from The Hits through the simple process, and explains what happens after the fund is open.

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 financi...