Richard is a wealth management professional with over 20 years’ experience advising wealthy individuals and institutions. This has involved helping charitable institutions with their investment strategy and guiding them through the investment landscape. In addition to advising on their investment requirements, Richard believes more can be done to help charities by professionals like himself and organisations like Milford, and therefore he jumped at the chance to get involved with the Milford Foundation. He firmly believes this is a once in a lifetime opportunity to make a real difference to New Zealand and New Zealanders. 

Mike joined Milford in 2014 and is responsible for Milford’s Institutional clients including charitable trusts, community trusts, foundations and Iwi. Through his work with these entities he’s seen some of the hardships in the New Zealand community and the amazing work these entities are so committed to accomplishing. “My eyes are opened further every day through the work with my client base and I jumped at the chance to be part of the Milford Foundation to help contribute towards a better New Zealand.  Milford has had a long history of supporting a number of incredible charitable partners and the Milford Foundation is a formalisation of this great work over many years. As part of the Executive, one of my key roles is to ensure that the funds donated to the Foundation have the greatest impact possible and we will leverage Milford’s financial and analytical expertise in doing so. I’m extremely proud to be part of Milford and the Milford Foundation and look forward to making a real difference to New Zealand and our community.”     

Jess has been with Milford since 2014 and is a Lead Financial Adviser. She prides herself on providing quality advice to clients on their investment portfolios and building strong client relationships.

Tim has been with Milford for over 4 years and leads the ITC and Digital team, where we are focussed on supporting clients and the businesses IT requirements. Tim is excited to be involved with the Foundation during its initial formation.  “It’s a privilege to be able to work with some wonderful people both internally and externally and the charities they represent. I’m motivated to learn more about the philanthropic space and help implement solutions that are targeted at helping less privileged sections of our community.”

Mark has been with Milford for over 6 years and heads up the Investor Services team. He and his team are focussed on giving great client service to our KiwiSaver and Investment Fund clients and is delighted to be doing the same for our Milford Foundation members.

Mark is thrilled to be involved in helping the Foundation get established – “I already thought Milford was a great company to work for, but the initiative to create the Foundation and leave a lasting legacy for future generations was truly inspiring. It made me stop and consider how fortunate so many of us are and how it was now time to start giving back . There’s a definite excitement that the Foundation will be Milford’s proudest achievement.”