Learn how GoalsGetter can be used by Financial Advisers to recommend clients into the Nikko AM retail investment funds and KiwiSaver scheme.
Request more informationIf 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 15 retail investment funds and 8 KiwiSaver funds managed by Nikko AM, your clients have the ability to invest directly in institutional-calibre funds, in a simple and cost effective way
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:
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:
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