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Investment Product Suppliers

  • Man Investments Australia
  • Berkshire Hathaway Inc

    Warren Buffet is the CEO and founder of Berkshire Hathaway. Referred to as "The Oracle of Omaha" or "The Sage of Omaha" Buffet is one of the most widely respected investors of the 20th Century.

  • ANZ Investments
  • Devon Fund Managers
  • Harbour Asset Management
  • Fisher Funds
  • UDC Finance
  • Guideline Properties
  • Property Managers Limited
  • PM Capital Limited
  • Platinum International Limited
  • First Mortgage Trust
  • Pengana Capital
  • Generate KiwiSaver
  • Retirement Income Group

    lifetimelogoRetirement Income Group offer the Lifetime Income Fund. For a minimum investment of $100,000 they promise individuals income of 5% tax paid for life from age 65. More if you start later. Introduced to New Zealand in 2015 this is the old annuity concept revisited and vastly improved.

  • Castle Point Funds

    "You cannot beat the market if you think like the market." Castle Point portfolios are highly differentiated from the market indices and the typical equity market investor.  They take a genuinely long-term view of their investments.

  • Milford Asset Management

    milfordMilford was formed in 2003 by an experienced group of individuals who recognised the need for an investment company that provides New Zealanders with a world class investment partner they can trust.

    Milford was founded on guiding principles which align their interests with those of their investors. These are an active management investment philosophy, employees investing alongside our clients and long-term staff ownership.

    Today, the Milford team comprises more than 100 passionate and talented individuals across offices in Auckland, Wanaka, Christchurch and Sydney. They all share one common purpose – to grow the wealth of Their clients and make a positive contribution to the community. Milford aim to deliver the best investment outcomes and client service.

    In July 2020 Milford had over $8 billion of funds under management.

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