# Milford Private Wealth Limited

**FSP FSP391786** · **Auckland** · **registered** · registered 2014-08-22

Milford Private Wealth Limited is a Financial Advice Provider (FAP) on the New Zealand Financial Service Providers Register, currently appointing 49 advisers.

**Trading names:** Milford Private Wealth Limited

**Services:** Financial advice service (including financial advisers) - Financial advice provider - licensee - full licence; Keeping, investing, administering, or managing money, securities, or investment portfolios on behalf of other persons; DIMS provider - licensed - Licensee

**Dispute resolution scheme:** Financial Services Complaints Limited

## Public Disclosure Statement (FMC Act s431)

Latest version on file: **2026-05-24** · source format: HTML page

Original disclosure: <https://milfordasset.com/getting-advice>

- Fee structure: **mixed**
- Receives commission: **no** (disclosed in PDS)
- Scope of advice: Milford KiwiSaver Plan, Milford Investment Funds, Discretionary investment management service, Digital advice on KiwiSaver Plan, Digital advice on selected Milford Investment Funds (Cash, Conservative, Diversified Income, Balanced, Active Growth, Aggressive)
- Product panel: Milford
- Ownership: Milford Private Wealth Limited (FSP391786), licensed by the Financial Markets Authority (FMA)

Full disclosure mirror: <https://financeadvisers.co.nz/api/provider/FSP391786/disclosure.md>

## Verify

- FSPR register: <https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP391786>
- HTML profile on FA-NZ: <https://financeadvisers.co.nz/provider/milford-private-wealth-limited-auckland-FSP391786>
- Machine-readable facts: <https://financeadvisers.co.nz/api/provider/FSP391786/facts.json>

*FinanceAdvisersNZ is a directory mirror of public FSPR + FAP-PDS data. We do not regulate, vet, or endorse advisers, and we do not provide financial advice. PDS facts are LLM-extracted (confidence tier C); for the authoritative wording use the original disclosure URL above.*

*Last refreshed: 2026-07-28*