PUTTING PEOPLE FIRST IN KIWISAVER

“Our clients want to talk to someone helpful and engaging, not a chatbot” says Mark Rosevear, Senior Manager, Investor Services at Milford. That continued client-first approach has seen them named the gold winner of the Reader’s Digest Quality Service Award for Specialist KiwiSaver Providers for the second year running.

Known for delivering strong investment returns over time, the experience clients have when they engage with Milford matters just as much as their investment performance. Rosevear notes, “Our goal is to provide useful and clear answers, whether their query is about the KiwiSaver rules, their annual tax statement, or simply making a transaction. Clients may only engage with us once a year, and we want to ensure that engagement is a positive and helpful experience.”

The Investor Services team at Milford is trained not only in the technical aspects of investment funds, but also empathy and communication. This means clients can have meaningful conversations on almost any topic, with Milford’s team taking the time to listen and respond thoughtfully. Milford employees also invest alongside clients in the same funds, creating a shared perspective that builds empathy, trust, and loyalty.

“Clients may only engage with us once a year, and we want to ensure that engagement is a positive and helpful experience”

Being the gold winner of the Quality Service Award for Specialist KiwiSaver Providers again is a testament to Milford’s ongoing commitment to pairing excellent investment outcomes with genuinely personal service.

Visit: www.milfordasset.com