Cole Murray and Mortgage & Insurance Link Hawke’s Bay are becoming CM Financial Advisers from 1 April 2026. Same team, same service.

Model Portfolio Product Disclosure Statements (PDS)

Links to our product provider PDS’s (as recommended in our model portfolios) are listed below. We highly recommend you download and read each PDS for the funds recommended in your investment portfolio.

Please note, the information provided in each PDS is general information only and does not consider your personal financial situation. Please contact your adviser if you have any questions.

Free copies of these PDS documents are available upon request.

Milford Diversified Income Fund

Milford Active Growth Fund

Mint Diversified Income Fund

OneAnswer Multi Asset Class (MAC) range of funds. This includes:

  • OneAnswer MAC Conservative Balanced Fund
  • OneAnswer MAC Balanced Fund
  • OneAnswer MAC Balanced Growth Fund
  • OneAnswer MAC Growth Fund
  • OneAnswer MAC High Growth Fund

Need help?

Contact your Wealth Adviser

Hayley O'Brien

Hayley O'Brien, Wealth Adviser, specialising in Investments and KiwiSaver at Cole Murray Financial Advisers.
06 870 7050