FAQs
FAQs

FAQs

Here you’ll find answers to questions that are commonly asked about GoalsGetter and investing with Nikko AM.

How GoalsGetter Works

What is GoalsGetter?

GoalsGetter is a smart online investment platform powered by Nikko AM, one of Asia's largest asset managers.

GoalsGetter helps you create,...

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How does GoalsGetter work?

GoalsGetter is a smart online investment platform that helps you set investment goals, see how your investments could grow over time and...

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How do I get underway with my first investment?

If you decide to make an investment, you’ll be asked to apply for an Investment Account. You only need to do this once and this step is...

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What’s the relationship between GoalsGetter and Nikko AM?

GoalsGetter is an online investment platform that allows every-day individuals to invest in Nikko AM retail funds and the Nikko AM...

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Who can use GoalsGetter?

GoalsGetter is currently only available to individual investors, however if you would like to invest in Nikko AM funds via a trust, company...

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Is there a minimum amount I can invest?

The minimum investment amount in our investment funds is $250. There's no minimum amount for investing in the Nikko AM KiwiSaver Scheme.

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What does it cost to invest?

GoalsGetter is free to use however investment fees will apply. If you choose to invest, you will pay fund charges. You can find out more...

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When I invest in a fund, what am I actually buying?

When you invest with us, you buy units in the fund or funds that you’ve selected. The value of these units is determined by the underlying...

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What funds can I invest in with GoalsGetter?

You can invest in Nikko AM NZ funds. You’ll benefit from the choice of investing in specialist asset class funds as well as multi-sector...

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Can I choose what my money is invested in?

We currently offer a selection of funds that offer a mix of investments. You can choose which funds you want to invest in, but not the...

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Can I switch funds after I’ve set up an investment?

You can switch between funds at any time, up to a maximum of 12 times in any calendar year. To do this, log into your GoalsGetter account,...

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Can I withdraw from my investment?

If you are investing in the Nikko AM Investment scheme you can withdraw from your investment at any time - either the full amount or a...

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Can a trust, company or joint account use GoalsGetter?

GoalsGetter is currently only available to individual investors, however if you would like to invest in Nikko AM funds via a trust, company...

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Where is my investment held?

All our funds’ assets are held in the name of Public Trust, an independent custodian. This means that your investments are held separately...

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Is my information safe?

We take the privacy and security of your personal information very seriously. By saving your first goal you provided your consent to be...

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What is my PIR?

A prescribed investor rate (PIR) is the rate used to calculate how much tax you'll pay on your portfolio investment entity (PIE) taxable...

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What happens to the money I invest?

When you invest in managed funds (general investing or KiwiSaver) your money is pooled with other investors, and used to buy assets on...

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How long does it take to set up an investment using GoalsGetter?

Using GoalsGetter is easy and depending on the path you take (set a goal, just invest or KiwiSaver), it only takes a few minutes to step...

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What is GoalsGetter?

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