What is Milford Private Wealth Limited?
Milford Private Wealth Limited is a financial services provider, based in Auckland, with 11 years on the FSPR register, and 49 appointed advisers on file.
Milford Private Wealth Limited
Financial Services Provider
Auckland
FSPR Registered
About Milford Private Wealth Limited
How is Milford Private Wealth Limited regulated?
Milford Private Wealth Limited is registered on the Financial Service Providers Register (FSPR)as FSP391786, with first registration in 2014. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.
What does Milford Private Wealth Limited offer?
Milford Private Wealth Limited's Public Disclosure Statement lists the following 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). Refer to the original PDS for the binding scope.
Public Disclosure Statement highlights
Full PDS section ↓Extracted from Milford Private Wealth Limited's PDS dated 2026-05-24 · HTML source. View original.
- Fee structure
- mixed
- Commission
- No
- Dispute scheme
- not-stated
- Panel
- 1 providers
- Services
- 6 named
- FAQs
- 3 answered
- Linked docs
- 1
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)
Contact Information
Phone
Not available
Not available
Website
Not available
Address
Level 12,50 Albert Street,Auckland,1010,New Zealand
About Milford Private Wealth Limited
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Public Disclosure Statement
1 provider on panelMilford Private Wealth Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-24 · source format HTML.
→ View Milford Private Wealth Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json
- Fee structure
- mixed
- Receives commission
- No — disclosed in PDS
- Scope of advice (verbatim from PDS)
-
- 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)
- Specialties
-
Hover any specialty to see its source. Self-attest takes priority; PDS-derived next; AI-classified last. For binding regulatory statements refer to the FAP's own current Public Disclosure Statement.
- Ownership
- Milford Private Wealth Limited (FSP391786), licensed by the Financial Markets Authority (FMA)
Distribution panel
Product providers Milford Private Wealth Limited is appointed to distribute, grouped by product category. Counts show how many other NZ FAPs FA-NZ has on file as distributing the same provider.
KiwiSaver · 1
- Milford Asset Management +13
Verbatim quotes from Milford Private Wealth Limited's PDS (6 fields cited)
Fees
“There are separate fees for our personalised, ongoing Wealth Management service which incorporates financial advice. The amount of any fees applicable will be clearly explained to you before (or at any time) you receive financial advice.”
Commission
“Milford and its Financial Advisers do not receive any commissions or incentives in relation to financial advice given or acted on and only provide advice on Milford investments.”
Product panel
“We provide financial advice about Milford products. Our Financial Advisers provide financial advice in relation to the Milford KiwiSaver Plan, Milford Investment Funds and our discretionary investment management service.”
Conflicts of interest
“We only advise on Milford funds. Consequently, a conflict of interest exists because those funds are managed by Milford and Milford receives fees from such funds (and in some cases the service) you invest in. Any additional conflicts of interest will be clearly explained to you before (or at any time) you receive financial advice.”
Scope of advice
“We provide financial advice about Milford products. Our Financial Advisers provide financial advice in relation to the Milford KiwiSaver Plan, Milford Investment Funds and our discretionary investment management service. We also have two digital advice tools which provide advice about the Milford KiwiSaver Plan or a selection of Milford Investment Funds.”
Dispute resolution
“The website also provides information about, and the contact details for, the free independent dispute resolution service to which Milford belongs.”
Verbatim spans extracted from the source PDS dated 2026-05-24. Each quote was substring-verified against the original document; spans that failed verification were dropped. View source.
Services this firm offers
Named service offerings extracted from Milford Private Wealth Limited's PDS. Names are verbatim from the source document; descriptions and fee notes are AI-summarised — refer to the original PDS for binding wording.
-
Investor Services
AdvisoryInformation-only service; no financial advice provided. Fund fees apply but no advice fees.
Fees: No advice fees; fund fees apply.For: retail -
Wealth Management: Advice
Personalised, ongoing wealth management service incorporating financial advice from Financial Advisers.
Fees: Separate advice fees apply; fund fees also apply. Fees explained before advice is given.For: retail -
Wealth Management: Self-Select
AdvisorySelf-directed investment service; no financial advice provided. Fund fees apply.
Fees: No advice fees; fund fees apply.For: retail -
Digital Advice
AdvisoryDigital advice tools providing advice on KiwiSaver Plan or a selection of Milford Investment Funds.
Fees: No separate advice fees; fund fees apply.For: retail -
KiwiSaver Advice
AdvisoryFinancial advice on the Milford KiwiSaver Plan, delivered digitally or through KiwiSaver Financial Advisers.
Fees: No separate advice fees; fund fees apply.For: retail -
Wholesale
AdvisoryInformation-only service for wholesale clients; no financial advice provided. Fund fees apply.
Fees: No advice fees; fund fees apply.For: wholesale
FAQs from this firm's PDS
Common consumer questions answered in Milford Private Wealth Limited's Public Disclosure Statement. Answers are verbatim spans from the source document, substring-verified at extract time.
What limitations apply to Milford's financial advice?
“We only provide financial advice in relation to Milford Products. - We do not provide financial advice in relation to any other investment product. - We do not give specific advice on some of the wider issues you may need to consider such as budgeting, estate planning, taxation and insurance planning. You will need to consult a specialist if you would like advice on these matters. - Our digital advice tool for Milford Investment Funds does not consider our full range of funds available. The tool will only provide recommendations relating to our Cash, Conservative, Diversified Income, Balanced, Active Growth and Aggressive funds.”
Do Milford Financial Advisers receive commissions or incentives?
“Milford and its Financial Advisers do not receive any commissions or incentives in relation to financial advice given or acted on and only provide advice on Milford investments.”
How does Milford manage conflicts of interest?
“We clearly explain that we only advise on Milford funds, and our advice is based on your goal(s). We also provide clear disclosure of all applicable fees. Further information is available upon request, free of charge.”
Additional disclosure documents
Documents linked from Milford Private Wealth Limited's PDS. URLs verified to appear in the source document at extract time; links may rot — verify with the firm before relying on a specific version.
- milfordasset.com/complaints · Complaints Process
Notes: Facts and product panel are LLM-extracted from the source document (confidence tier B). Verbatim quote block above is Sonnet-extracted then substring-verified against the source markdown. For the authoritative wording, view the original disclosure above. FSPR register entry. FA-NZ is a directory mirror, not a regulator.
Adviser Team
49 advisers AS
Aina Sara Elisabeth Brouneus
Financial Adviser
FSP485207
Based in Auckland Central
View profile
AE
Amanda Elizabeth Cleaver
Financial Adviser
FSP416306
Based in Auckland
View profile
AP
Andrew Paul Bishop
Financial Adviser
FSP541026
Based in Auckland
View profile
BO
Bruce O'Leary
Financial Adviser
FSP496746
Based in Auckland
View profile
CR
Carl Robert Brungar
Financial Adviser
FSP1000995
Based in Tauranga
View profile
CD
Carmen Dee Paterson
Financial Adviser
FSP107844
Based in Cambridge
View profile
CJ
Cassandra Jessica Hannington
Financial Adviser
FSP1008160
Based in Christchurch
View profile
CA
Charlotte Angeline Cahill
Financial Adviser
FSP1007723
Based in Christchurch
View profile
CW
Christopher William Luey
Financial Adviser
FSP626529
Based in Wellington
View profile
CL
Claire Louise Sutton
Financial Adviser
FSP1011186
Based in Auckland Central
View profile
CL
Clemens Lukas Riesen
Financial Adviser
FSP561586
Based in Christchurch
View profile
DA
David Aaron Vickery
Financial Adviser
FSP454446
Based in Auckland
View profile
DA
David Andrew Holt
Financial Adviser
FSP598309
Based in Auckland
View profile
DL
Donna Lee Stewart
Financial Adviser
FSP103608
Based in Tauranga
View profile
GT
Gareth Tudor Stythe
Financial Adviser
FSP108864
Based in Auckland
View profile
GJ
Garry John Hrustinsky
Financial Adviser
FSP1011527
Based in Havelock North
View profile
GP
Gregory Peter Sullivan
Financial Adviser
FSP1011570
Based in Wellington
Central
View profile
JP
Jaskaran Preet Singh Gill
Financial Adviser
FSP673011
Based in Auckland Central
View profile
JP
Jaskaran Preet Singh Gill
Financial Adviser
FSP673011
Based in Auckland Central
View profile
JM
Jeanette Marie Schimanski
Financial Adviser
FSP16762
Based in Whangarei
View profile
JM
Jeremy Matthew Wilson
Financial Adviser
FSP1011670
Based in Auckland Central
View profile
JJ
Jessica Josephine Travers
Financial Adviser
FSP109911
Based in Auckland
View profile
JK
Joanna Katherine Day
Financial Adviser
FSP708232
Based in Wellington
View profile
JP
John Peter Bailey
Financial Adviser
FSP1010270
Based in Auckland Central
View profile
JD
Jonathan David Edward Cullinane
Financial Adviser
FSP345106
Based in Auckland
View profile
JH
Julian Hanna
Financial Adviser
FSP1001376
Based in Auckland Central
View profile
JC
Julie Caroline Elizabeth Shacklady
Financial Adviser
FSP604069
Based in Auckland Central
View profile
KJ
Kate Jessie Tyro
Financial Adviser
FSP116284
Based in Auckland
View profile
KA
Kirsten Anne Bennett
Financial Adviser
FSP1002219
Based in Auckland Central
View profile
LD
Lara Dawn Bowyer
Financial Adviser
FSP1007646
Based in Cambridge
View profile
LA
Leigh Anthony Wotherspoon
Financial Adviser
FSP315446
Based in Christchurch Central
View profile
LJ
Liam James Robertson
Financial Adviser
FSP1002298
Based in Auckland Central
View profile
MR
Michal Rebecca Denz
Financial Adviser
FSP639369
Based in Auckland Central
View profile
MF
Michelle Fay Roberts
Financial Adviser
FSP342606
Based in Hastings
View profile
MY
Murtaza Yusuf Haidermota
Financial Adviser
FSP1005967
Based in Auckland Central
View profile
NC
Nicola Charlotte Reid
Financial Adviser
FSP354306
Based in Auckland
View profile
PM
Patrick Michael Grogan
Financial Adviser
FSP434326
Based in Auckland
View profile
PG
Paul Gilmour French
Financial Adviser
FSP525666
Based in Wellington
View profile
PI
Philip Iwan Morgan-Rees
Financial Adviser
FSP444166
Based in Auckland
View profile
RM
Rachael Marie Wisneski
Financial Adviser
FSP1010117
Based in Cambridge
View profile
RS
Reece Stuart MacDonald
Financial Adviser
FSP539106
Based in Christchurch
View profile
RA
Richard Anthony Pilley
Financial Adviser
FSP100464
Based in Auckland
View profile
SC
Samantha Chloe Hawke
Financial Adviser
FSP622609
Based in Auckland
View profile
SK
Shin Kyu Park
Financial Adviser
FSP1003530
Based in Auckland Central
View profile
SJ
Simon James Corbett
Financial Adviser
FSP585088
Based in Cambridge
View profile
ST
Simon Timothy Walton
Financial Adviser
FSP283485
Based in Auckland
View profile
TC
Timothy Coltman
Financial Adviser
FSP1009000
Based in Wanaka
View profile
TS
Tyson Stewart Walker
Financial Adviser
FSP1008772
Based in Wanaka
View profile
ZH
Zhanna Hawthorne
Financial Adviser
FSP1010724
Based in Auckland Central
View profile
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Request ConsultationWhy Choose Milford Private Wealth Limited?
FSPR Registered - Licensed & regulated
Adviser Team - 49 advisers
Consultation Available - Contact to enquire
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