Our People

How does GoalsGetter work?

Our People

GoalsGetter is a flexible online investing platform powered by Amova, one of Asia's largest asset managers.

 

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Investing your way, anywhere. Get the app.

GoalsGetter makes investing simple and informed, offering expert insights alongside access to Amova NZ’s funds and a hand-picked selection of GoalsGetter KiwiSaver Scheme funds from top New Zealand managers.

 

Whether you’re a financial adviser or an individual investor, GoalsGetter gives you the tools to invest with confidence - anytime, anywhere - via the web,  iOS or Google Play


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Invest or project. Get to know the GoalsGetter KiwiSaver Scheme.

The GoalsGetter KiwiSaver Scheme offers investors a curated selection of funds from some of New Zealand's leading fund managers. Read more about our KiwiSaver Scheme here.

Using GoalsGetter, advisers and direct investors can choose to join the GoalsGetter KiwSaver Scheme in a few easy steps. 

Alternatively, before joining or transferring, our handy projection tool allows advisers and clients to see how a KiwiSaver investment could grow by comparing different fund choices, timeframes and contributions.

Learn more about the GoalsGetter KiwiSaver Scheme

Calculate a KiwiSaver Projection...

See how different inputs such as your age, timeframe and different fund choices can affect the projected value of your KiwiSaver investment in the future:

  • Select the option to View a Projection.

  • Answer a few questions about your current KiwiSaver investment.

  • See the projection graph that shows what your investment could be worth in the future.

  • Experiment with the inputs to learn more, save a projection as a goal, or continue on to join or transfer to our KiwiSaver Scheme.

Try our Projection Calculator

Or... Join the GoalsGetter KiwiSaver Scheme

The following steps will help you Join/Transfer KiwiSaver to the GoalsGetter KiwiSaver Scheme:

  • Enter your details - to get started, we need to have a few details from you.

  • Choose funds - select from our range of diversified or single sector funds.

  • Submit transfer - you'll be prompted to supply your details for identity verification.

Then we do the rest! We'll contact the previous KiwiSaver provider and arrange the transfer on your behalf.

Join our KiwiSaver Scheme

Investing in Managed Funds with GoalsGetter

With GoalsGetter, both advisers and clients can invest directly into Amova NZ’s expertly managed funds. Learn more about our Managed Funds here.

You have two flexible options to get started:

  • Invest Now – Dive straight in and choose your own funds.
  • Set a Goal – Define your investment goal and receive a tailored fund recommendation.

Whether you prefer to take the reins or get expert guidance, you’ll be investing with confidence. GoalsGetter is backed by a team of experienced fund managers, both local and international, committed to helping you grow your wealth.

Learn about Our Managed Funds

Invest now...

The following steps will help you Just invest with GoalsGetter:

  • Tell us how much you'd like to invest then proceed to selecting from our Amova NZ Single Sector and Diversified funds.

  • Login to save your selections then continue to confirm your investment.

  • If this is the first time you're investing with us, you'll be asked to apply for an investment account (see how that works below).

  • Your investment is then ready for you to deposit your initial amount and set up regular contributions (if that's what you've chosen to do).

  • Once your investment is active, login at any time to view performance, make changes or set up new investments.

 

Invest Now

Or... Set a goal

The following steps will help you Set a goal with GoalsGetter:
  • Select a goal from our list if common goals or create a custom goal.

  • Next, plan your goal. You'll see a clever projection graph that changes as you edit variables like your target amount, contributions, your timeframe and different investment types. Feel free to stay here and experiment or continue on.

  • Save your goal so you can come back any time to edit it, add new goals and invest when you're ready.

  • You might like to take your goal to the next level and see how different Amova NZ Funds could impact your projection. Continue on to Choose Funds.

  • You then have an option to select your own funds or get a funds recommendation. If you're not familiar with our Amova NZ Funds, getting a fund recommendation is a good idea.

  • You can then choose to save your selections, or if you're ready to take the next step, confirm your goal as an investment and continue on to set up an investment account with us. We'd love to help turn your goal into a reality!

Set a Goal

Getting started & commonly asked questions

Setting up an investment account

If you decide to invest in Amova managed funds through GoalsGetter, we’ll first need to set you up as an investor in our system.

As part of submitting your first investment, you'll be asked to apply for an investment account. This only needs to be done once and takes approximately five minutes to complete online.

You'll be asked to answer a series of questions that allow us to confirm your identity and set you up in our system. Have your passport or driver's licence handy, as well as your IRD number before you start.

Your account will usually be confirmed immediately (unless we need additional information), and then you’re all set to make your first investment. You’ll receive email reminders along the way to help you complete the process.

For KiwiSaver investment transfers to the GoalsGetter KiwiSaver Scheme, similar steps apply if you're a first-time investor with us.

How long does it take?

The account application process is quick -around five minutes - and your account is typically confirmed instantly unless we need extra information.

After that it takes 1-2 days to set you up in our system. Watch out for emails confirming your investment has been set up, then you're good to go!

After you’ve made your deposit, your new investment will take up to 5 business days to appear in the GoalsGetter app. 

 

How is my KiwiSaver investment transfer done?

Once you've submitted your KiwiSaver join/transfer application online, we take care of the transfer from your previous provider for you. It usually takes around two weeks for your KiwiSaver investment to appear on your GoalsGetter dashboard. We’ll keep you informed along the way.

How do I withdraw money from my investment?

You can easily request a redemption (withdrawal) from your Amova managed funds investments online.

In 'Edit' investment, you'll see an option to 'Make a Redemption'. Once your redemption request is submitted, payments are made into your bank account within 5 business days. You’ll need to provide us with proof of your bank account details such as an online statement so we can pay you. 

KiwiSaver investment withdrawal options are by law, more involved. Learn about the different types of KiwiSaver investment withdrawals that can be applied for here:  KiwiSaver Withdrawals

 

Got more questions?

Learn more in our FAQs
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Working with an adviser

Whether you're new to investing or simply looking for guidance on your KiwiSaver investment plans, speaking with an expert can make all the difference.

While GoalsGetter is a helpful digital investing platform, we don’t employ financial advisers directly. Instead, we partner with a wide network of independent financial advisers across New Zealand. This means we can connect you with a local adviser who understands both your needs and the GoalsGetter platform.

These independent professionals can provide tailored advice based on your specific KiwiSaver investment and general investing goals, helping you make informed decisions and get the most out of your investments.

 

Find a Financial Adviser
Our Managed Funds

Our Managed Funds

Find out about all the Amova NZ Investment Scheme funds you can invest in using GoalsGetter.

Learn more
Our KiwiSaver Scheme

Our KiwiSaver Scheme

Learn about our GoalsGetter KiwiSaver Scheme and choose funds from some of New Zealand's leading fund managers.

Learn more

*As a financial model, GoalsGetter can't predict the future, but it does aim to illustrate the possible outcomes of different investment choices. The tool is limited to providing access to products managed and distributed by Amova NZ and is intended for people looking for long-term investments and not quick win solutions.