GoalsGetter for Financial Advisers

Wise Advisers make every choice count. Empower your clients to achieve their wealth goals with GoalsGetter.

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About the GoalsGetter KiwiSaver Scheme

The GoalsGetter KiwiSaver Scheme offers top-tier funds from some of New Zealand’s leading fund managers - so you can create personalised portfolios that align with your clients’ goals.

With 20 high-quality funds, GoalsGetter offers broad diversification and access to expert investment strategies, all within one streamlined solution.

Our rigorous selection process was led by Amova's Portfolio Solutions Group (PSG) and supported by Mapua Wealth, ensuring every fund meets strict standards for quality and performance.

Joining or switching your clients to our KiwiSaver Scheme couldn't be easier via our online platform - custom-built for advisers. It's a simple, cost-effective solution that puts you in control while keeping your clients engaged and confident in their financial future.

Whether your clients are experienced investors or just starting out, GoalsGetter empowers you to guide them confidently toward their financial goals - backed by a robust platform and a commitment to adviser success.

 

Why GoalsGetter for Financial Advisers?

Built for Advisers

 

The GoalsGetter platform is purpose-built for financial advisers, featuring powerful tools and a seamless, fully digital onboarding experience for you and your clients.

How It Works

Multi-manager KiwiSaver solution

Meeting the growing demand from FAPs for a premium KiwiSaver option that leverages the expertise of multiple fund managers.

 

Our KiwiSaver Funds

Cost-Effective

No platform fee applies when investing in our managed funds – clients only pay Amova's management fee plus the adviser’s advice & servicing fee.

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How it works

Our adviser-friendly platform makes it easy to onboard clients, manage investments, and access a diversified KiwiSaver solution. With streamlined accreditation, hands-on training, and full portfolio control, you’ll be up and running in no time.

 

Meet our team...

Sam Bryden
Head of Distribution

Sam joined Amova in 2018 and is responsible for leading the distribution team. He has 15 years’ financial markets experience, previously holding roles at Aegis and ASB Securities and at several New Zealand banks. He holds a Bachelor of Commerce degree (Finance) from the University of Canterbury.
 
In his spare time, Sam enjoys spending time with his family and playing all sports including golf, cricket and skiing.

George Allbury
Business Development Manager

George joined Amova in 2024 and is responsible for promoting and supporting the growth of the GoalsGetter platform, working primarily with financial advisers across NZ. He has 10 years’ experience with NZ Financial Services mainly focused on risk insurance advice and corporate employee benefits.
 
Outside of work George enjoys spending time with his family, ocean swimming, skiing and slowly ticking off the Great Walks of NZ.

Jemma Charteris
Relationship Associate

 Jemma joined Amova in 2024 and supports the distribution and marketing teams with a focus on adviser engagement, event coordination, and content development. Jemma maintains CRM systems and helps create tools and resources that add value to financial advisers. Jemma holds a Masters in Business from the University of Canterbury.
 
Outside of work, Jemma enjoys playing golf and hockey, baking, and trying out the newest restaurants and bars around Auckland with her friends.

Why invest with us?

Strong Brand, Client Referrals


We invest in our brand to support your clients with awareness of our products and solutions.

 

Simple Investing


The 'Invest Now' feature makes investing in Amova's retail funds easy, allowing clients to select funds based on adviser recommendations.

Cost-Effective


No platform fee – clients only pay Amova's management fee plus the adviser’s Advice & Servicing Fee. 

Streamlined Access


A single onboarding and AML process simplifies client setup with streamlined approval and transfer steps for your clients.

 

Flexible Options


Supports both Individual and Joint accounts for investments in our GoalsGetter KiwiSaver Scheme and Amova NZ managed funds.

 

Versatile Solution


GoalsGetter works seamlessly as either a stand-alone solution or a complement to existing wrap platforms.

 

Institutional-Calibre Funds


Full access to 16 institutional-quality retail managed funds and 20 curated GoalsGetter KiwiSaver Scheme funds from some of NZ's top fund managers.

 

Multi-Manager Solution


Responding to the demand from FAPs for a high-quality, multi-manager KiwiSaver option.

 

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