Michelle Roberts Email & Phone Number

I am a financial services professional with extensive experience in the financial services industry in Wellington, Sydney and Hawkes Bay. As a Financial Adviser, I enjoy helping clients achieve their financial goals and specialise in helping clients with wealth management services, including personalised financial advice, portfolio management and investment strategies.Milford is a specialist investment firm offering an extensive range of investment services and products from KiwiSaver, investment funds and private equity, to wealth management and advice. As a majority Kiwi-owned company with significant staff ownership, Milford has a team of locally-based, globally experienced investment experts in Auckland, Cambridge, Tauranga, Wellington, Christchurch, Australia, and now our recently opened Havelock North Office. Milford adopt an active and flexible approach to investing, using a wide range of strategies to take advantage of changing market conditions. Employees invest their own money in the same Milford funds as our clients, ensuring we are all on the same journey and motivated to see you do well.If you would like to partner with an award-winning team of investment experts who are ready to work with you, visit www.milfordasset.com or contact me directly on mroberts@milfordasset.com.

Listed skills include Financial Services, Portfolio Management, Investment Advisory, Investments, and 7 others.