How GoalsGetter works for Financial Advisers

The GoalsGetter platform is purpose-built for financial advisers, featuring powerful tools and a seamless, fully digital onboarding experience for you and your clients.

Adviser-Centric Partnership

At Amova NZ, we’re committed to empowering Independent Financial Advisers - not competing with them. With no in-house advisory team, our sole focus is helping you deliver an exceptional KiwiSaver experience to your clients. From tailored support to market insights, we’re here to back your business and fuel your growth.

Find out more. Get in touch.

Adviser tools

From your GoalsGetter dashboard, you can quickly and easily onboard new clients and set up new investments. Use our tools to help support your conversations with clients including:

Calculate a KiwiSaver Projection

View and download a projection graph to help your clients understand the possible outcomes of their KiwiSaver investment with different fund selections, goals and timeframes.

Easy KiwiSaver join/transfer process

Quickly choose from our curated selection of funds from some of New Zealand's leading fund managers. Onboard your clients with ease and we'll take care of the join/transfer process.

Quickly invest in Managed Funds

In a few short steps, select funds and set up new investments for your clients in the Amova NZ Investment Scheme.

Keep tabs on your recent client investments

From your dashboard, see a summary of your current, recent and saved client investments, so you can see where your clients are at.

Streamlined Client Onboarding

Our advised client onboarding process streamlines accepting investments for your clients. In a few short steps we'll set up their investment on your behalf and you remain in control.

Expand: client onboarding diagram

Let's connect

If you’re an adviser seeking better KiwiSaver solutions for your clients, I’d be glad to connect.

Whether meeting me for coffee, a phone call or a presentation, I value real conversations about real issues that inform the way we structure our products and services to match the individual needs of their clients.

Geroge Allbury

Business Development Manager

What’s Involved in Joining GoalsGetter

Getting started with GoalsGetter is simple. However, as with any new financial platform, there are a few important steps to ensure your experience is both compliant and seamless- for you and your clients.

Here’s what to expect:

Initial Meeting

We’ll meet with you and your Financial Advice Provider (FAP) to ensure GoalsGetter aligns well with your service offering.

Compliance Approval

Once we've received internal compliance sign-off, we'll provide a master agreement for your FAP’s review and approval.

Adviser Accreditation

You’ll complete a short accreditation process, including product demonstrations and training.

Platform Access

Once accredited, we’ll set you up as an adviser on GoalsGetter so you can begin onboarding your clients.

Want to learn more?

Get onboard. Get accredited. Get growing.