Financial Advisers | Wealth Management

If you’re a Financial Adviser working with individual and joint clients, GoalsGetter is a great tool to use with them to help them set, track and achieve their wealth goals under your guidance.

With a selection of Nikko AM investment funds alongside the GoalsGetter KiwiSaver Scheme, which offers funds from NZ's leading fund managers, you have the ability to build personalised and diversified investment portfolios in a simple and cost-effective manner for your clients.

Benefits to your clients

Our easy-to-use, smart interface is designed specifically for retail customers, and allows clients to see all their investments with Nikko AM in one place.

Other benefits of using GoalsGetter for your clients include:

A fully digital and transparent investing experience
No platform fees
The ability to set up and manage multiple goals and investments in one place
An embedded projection tool that is intuitive and easy-to-access
Clients have 24x7 access to track balances, transactions and performance
Functionality to provide clients with the ability to establish regular savings (minimum payment $20)

Benefits to you

GoalsGetter automates and streamlines the operational side of your business, so you can spend more time with clients and growing your business.

Other benefits of GoalsGetter for advisers include:

Adviser controlled client onboarding digitally via the Adviser Dashboard
Secure access to all your GoalsGetter clients' investments via the Adviser Portal
Assistant access available to help onboard clients
Retail investment scheme, comprising of diversified and single sector funds managed by Nikko AM, available for individual and joint investors
Create tailored KiwiSaver portfolios for your clients on our easy-to-use online platform, leveraging a curated selection of high quality funds
Dedicated adviser support team available to assist with any questions
An intuitive and user-friendly investment tool to help grow your clients' wealth

How to onboard a client on to GoalsGetter

Onboarding your clients is an easy process. click below to view an overview of the steps.

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Request more information

Ready to start using GoalsGetter with your clients? Register your details and we’ll be in touch with more information.

Looking for a Financial Adviser?

Looking to maximise your KiwiSaver potential? Get expert advice from an independent adviser near you to set goals, choose the best options, and adapt your strategy as life changes.

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