You may have heard Milford’s radio ads or seen them on TV sponsoring One News weather. Milford is a name many Kiwis recognise – and now they are a part of the Hawke’s Bay community!
From humble beginnings, Milford was founded with a simple but ambitious vision: to help New Zealanders grow their wealth through disciplined, longterm investing. One of the original founders, the late Brian Gaynor, was widely respected for his market insight and unwavering belief that investment excellence could – and should – be delivered right here in Aotearoa New Zealand.
Fastforward to today, and Milford has grown into one of the country’s leading investment and wealth management firms. It was ranked New Zealand’s top retail funds manager for the September 2025 quarter in terms of funds under management*, and currently looks after more than $34 billion of hardearned Kiwi savings. That’s $34 billion invested across Milford’s KiwiSaver plan, Investment Funds, and Wealth Management services. Each is managed with the same commitment to performance and care that shaped Milford’s early years.
Despite its growth, Milford remains proudly New Zealand owned and continues to operate with a distinctly Kiwi approach: accessible, transparent, and focused on longterm outcomes.
And now, Milford is delighted to be here in Hawke’s Bay.
A local team with national backing
Its office at 17 Napier Road, Havelock North, opened during the latter half of 2025, and is home to a team of financial experts who understand the region, the people, and the aspirations of Hawke’s Bay investors. Leading the team is Michelle Roberts, a Financial Adviser born and raised in the Bay.
“This community means a great deal to me,” she says. “It is a very special part of the country, with a diverse range of people who call it home. Being able to help locals make smart financial decisions to build the future they want, is something I’m genuinely proud of. We have a wonderful local team here, ready to welcome and support you on your financial journey.”
At Milford, advisers invest alongside their clients, so you can take comfort in knowing they are on the journey with you, and motivated to see you do well.
Recognised performance
Milford’s commitment to performance has also been recognised nationally, with multiple Consumer and Canstar awards, and achieving industry-leading results, including being ranked #1 in investment performance for its Conservative, Balanced and Growth KiwiSaver Funds over 10 years.**
The team at Milford Havelock North invites you to pop in for a coffee and chat.
Past performance is not a reliable indicator of future performance. Investment involves risk and returns can be negative as well as positive. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement available at milfordasset.com. The disclosure statements for all Milford financial advisers contain more information and are available for free on request. For more information about our financial advice services please see https//milfordasset.com/getting-advice.
* Plan for Life (PFL) data: https://www.plfresearch.com/news/2026/1/28/new-zealand-funds-rose-by-nz178bn-in-september-2025-quarter
** Milford’s Conservative, Balanced and Active Growth KiwiSaver Funds have delivered the #1 returns over the past 10 years in their respective categories according to the latest Morningstar Quarterly KiwiSaver Survey, December 2025.
