• 1. Select Join or Transfer under the KiwiSaver menu item.

    2. Select Funds


    3. Complete your investment profile

    These details will populate your retirement projection.

  • 4. Available KiwiSaver funds

    There are a total of 8 KiwiSaver funds available through Nikko AM, on this screen you can view each of those funds and their details. Select ‘View’ for a drop down view of fund details.

    5. Select your fund(s)

    Select one or more funds by applying a percentage against them. Ensure your selection equals 100% before proceeding. The minimum allocation to a fund is 5%

  • 6. New to GoalsGetter?

    Create an account. Enter your first and last name and email address.

    Already a GoalsGetter? Log in via 'Click Here' and proceed to Your Dashboard. A new Retirement goal will be editable.

    7. Activate your account

    You will immediately receive an email to activate your account. ‘Click Here’ will take you to set a password.

    8. Create a password

    Create a password and activate your account

    9. Activation Complete

    Now you can log into your account.

  • 10. Blank screen?

    If after you have logged in, you are faced with a blank screen. Select log in once more and it will bring you to your ‘Dashboard’

    11. Your Dashboard

    Once your on your ‘Dashboard’ you will see that becomes an option on your top left menu and you will see your ‘Retirement Goal’ under your ‘Saved Goals’

    To complete your KiwiSaver transfer, click into the ‘Retirement’ goal

  • 12. Your Retirement Goal

    The information supplied from step three has populated this graph. If you need to edit any of the data, you can do on the left hand side.

    If you are happy with the inputs, proceed to ‘Set up this investment’.


    13. Confirmation screen

    This is a summary of your investment, check everything is correct. Then ‘Confirm Investment’

  • 14. Start the verification process

    To complete your transfer we will require further information for investment and identification verification purposes. Fill in the details to complete the investment and ID verification process. Here you will need your drivers licence and IRD number


    15. Identity Check

    Search for your address in line 1. If your address does not automatically populate you can write your address in manually in all three address fields.

    Sometimes flat numbers, or building levels are not recognised. If you cannot find your address and have a flat or building level number. Enter only the main street address in line 1 and the flat/building number in line 2.

    Driver licence or passport numbers have a set alphanumeric value and will not be accepted if completed incorrectly.


    Tick that you consent to electronic verification and proceed to the next step.


    16. Tax residency

    17. Additional Information


  • 18. Complete your application

    Download the Product Disclosure Statments (PDS) for your investments funds, read this and confirm you have read it

    The PDS is available on the right hand icon, once you've clicked on this and confirmed you have read it, the warning will disappear and you will be able to proceed.

    Submit your application, once processed you will receive a welcome email. This welcome email will confirm your investment and details - please contact us if any of the details are incorrect.

    • If you are transferring to our KiwiSaver Scheme, we’ll notify IRD and your previous provider.
    • You’ll receive confirmation of your transfer once completed. This can take up to 35 business days depending on your previous provider.
    • If you are making a voluntary contribution for your investment, the details you’ll need to do this are in the welcome email. The Nikko AM KiwiSaver Scheme is set up as a company on all bank’s internet banking directories and can be found by searching ‘Nikko’. You’ll be prompted to enter your IRD number, investment number and name on the payment. These details are in your welcome email.
    • Once you’ve made a deposit to us, it will take a few days to process. Once processed you’ll be able to see this in ‘My Transactions’ in your retirement goal in GoalsGetter.
    • If you’d like confirmation of your funds being received prior to this, please email us at goalsgetter@nikkoam.com