National Capital - Your Trusted KiwiSaver Adviser
Explore Milford KiwiSaver scheme with National Capital – Your expert KiwiSaver adviser. National Capital works with Milford KiwiSaver to help ensure your investment is aligned with your financial goals.
Why National Capital for KiwiSaver Advice?
At National Capital, we simplify the KiwiSaver advice process by providing expert, unbiased recommendations tailored to your needs. Our proprietary investment selection methodology is designed to help you build trust and confidence in your investments. Through this process we thoroughly evaluate KiwiSaver funds across the below 6 pillars to determine the best providers and funds for your goals and circumstances.
1
Performance After Fees
Quality and consistency of returns
25
pts
2
Fees Alignment
Assessment of value provided for fees charged.
15
pts
3
Organisational Capability
The capability of the organisation to manage your money.
20
pts
4
Organisational Stability
Overall stability within a provider’s organisation.
10
pts
5
Processes & Portfolio Composition
Asset allocation, investing process and style consistency.
20
pts
6
Ethical Investing Considerations
Deep dive into the ethical investing claims of providers.
10
pts
Start your KiwiSaver Success Journey Today
Making the right KiwiSaver choice today could significantly boost your future savings. We’ve helped Kiwis take charge of over $170 million in KiwiSaver investments. Let us help you too. Your KiwiSaver provider won’t tell you it’s time for a change. We will!
Milford KiwiSaver
About Milford
Milford is a NZ-owned investment firm that employs an active, transparent approach, investing alongside clients. It fosters community impact via the Milford Foundation, and offers a comprehensive suite of financial investment.
Milford KiwiSaver Scheme
Milford KiwiSaver Scheme is managed by a team of globally experienced investment specialists. Their active investment approach aims to capitalise on market opportunities and manage risks effectively. The plan includes a range of funds from a low-risk cash fund to a high-risk aggressive fund, catering to various investor risk appetites and retirement objectives.
How Does Milford Invest?
Milford employs an active investment management approach, conducting rigorous research and analysis to identify quality investment opportunities. Their expert investment team continually adjusts portfolios based on potential risks and opportunities, aiming to optimise returns for their clients.
Does Milford Invest Responsibly?
Milford demonstrates a strong commitment to sustainable investing by incorporating ESG factors into their investment decisions. They produce annual Climate Statements that outline the climate-related risks and opportunities within their funds and detail their strategies for managing these aspects. This approach reflects Milford’s dedication to aligning their investment strategies with broader societal values and addressing pressing environmental challenges.
Last updated: 6th March 2025. | Source: Provider’s website