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

Setting up an investment account

Why is this necessary?

If you decide to make an investment using GoalsGetter, you’ll be asked to apply for an Investment Account. You only need to do this once and this step is necessary for us to set you up as an investor in our system.

You’ll need to provide important information that we're legally obliged to ask in order to confirm you as an investor, which usually takes 1-2 business days.

Your account will then be confirmed and you’re ready to transfer money into your selected funds.

How long does it take?

Using GoalsGetter is easy. It only takes a few minutes to apply for an investment account or to confirm your KiwiSaver investment transfer details.

 

Applying for an investment account

Once you’ve applied for an investment account, it takes 1-2 business days to confirm your details and complete the necessary regulatory checks. After you’ve made your deposit, your new investment will take around 3-4 days to appear in your GoalsGetter account. Once unit pricing (for the day we received your deposit) has been completed (usually the next business day), you'll be 'invested', and your investment will appear in GoalsGetter the following day.

 

Joining or transferring to the GoalsGetter KiwiSaver Scheme

Once your identity is verified, we take care of the transfer for you. It usually takes around two weeks for your KiwiSaver investment to appear on your GoalsGetter dashboard. We’ll send you an email once we’ve received your transfer.

 

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 Funds

Our KiwiSaver Funds

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.