GoalsGetter for
Financial Advisers

Learn how GoalsGetter can be used by Financial Advisers to recommend clients into the Nikko AM retail investment funds and KiwiSaver scheme.

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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 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

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:

  • GoalsGetter gives your clients a fully digital & transparent investing experience
  • There are no platform fees charged to you or your clients
  • Multiple goals and investments can be set up and managed in one place
  • GoalsGetter has a simple projection tool that clients can easily understand
  • Clients have 24x7 access to track balances, transactions, performance and holdings information
  • GoalsGetter provides clients with regular savings functionality (min payment $20)
benefits to you

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 via Adviser Dashboard
  • You’ll have secure access to all your GoalsGetter clients’ investments via your Adviser Portal
  • Access to ready-built, diversified funds, or use our single sector funds to adjust individual asset class weights
  • GoalsGetter provides exclusive digital access to the Nikko AM KiwiSaver Scheme
  • Retail investment scheme available for individual and joint clients
  • We automatically calculate, debit and pay adviser fees, calculated daily and paid to you monthly
  • Dedicated adviser Help Centre including resources, templates and guides
  • GoalsGetter is a tool your clients will understand and enjoy using
Request more information

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?

If you’ve come to this page looking for a Financial Adviser, please get in touch with us and we’ll be happy to send you a list of Financial Advice Providers.

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