Invest with Purpose
Your Goals
Our Commitment.
GoalsGetter for Advisers
GoalsGetter is a custom built investment platform designed with financial advisers in mind. It makes it easy to onboard clients, manage investments, and provides access to the GoalsGetter KiwiSaver Scheme.
The GoalsGetter KiwiSaver Scheme brings together a curated range of high quality funds from some of New Zealand’s leading fund managers, giving the flexibility to build personalised portfolios that align with your clients’ goals and preferences.
Simple to use and cost effective, GoalsGetter puts you in control while helping keep your clients engaged and confident about their financial future.
Corporate Sustainability
Discover how we mobilise our efforts in three core pillars: Diversity, Equity & Inclusion, Social Impact & Well-Being and Environment & Climate.
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GoalsGetter KiwiSaver Scheme
With the GoalsGetter KiwiSaver Scheme you have access to top-tier funds from some of New Zealand’s leading fund managers - so you can create a personalised, diversified KiwiSaver investment that aligns with your life stage and goals.
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Amova Global Equity
High active share, differentiated global equity portfolio that aims to provide superior returns through a disciplined and clear investment process.
NZ Equity
Our team of five apply active management by combining in-house fundamental research and external inputs to deliver out-performance.
NZ Fixed Interest
Our Auckland based team is made up of four dedicated individuals. Their aim is to provide superior returns through a disciplined investment process.