[Case Study] Providing the personalised KiwiSaver advice that clients deserve, at scale….

Choosing the right KiwiSaver plan is an important decision that can have a major impact on future wealth. Our team at Amicus Group wanted to make it as easy as possible for our clients to understand their options.

As each person has different investment goals, it was important for us to have the ability to provide a detailed report for each client which captures their specific personal risk profile, financial goals and areas they wish us to focus on when providing advice.

We are now excited to announce that we have partnered up with OMNIMax to make this a reality. When each client now completes our online fact find, they will receive a personalised advice report will include a recommendation on which provider and investment fund will be the best fit for them moving forward, best of all… Its free!

“Feedback from our clients has been all really positive, the simplicity – it’s easy for clients to understand and the words are backed up by data and its also visually appealing.” – Nick Wells, Financial Adviser, Amicus Group

Click here to read the case study from OMNIMax.

If you have any questions or would like to review your KiwiSaver, contact Amicus today.

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