Simplifying Your Financial Advice

We build solutions that enable you to focus on what matters – supporting your clients on their financial journey.

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Pre-built Solutions

Save time with one of our cost-effective pre-built solutions

All our pre-built solutions are customised with your branding to ensure a seamless customer experience.

I’m interested in…

Custom Solutions

Design a custom solution to match your advice process and how you work

We can build a solution for you from scratch or we can customise one of our existing pre-built products.

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“We see the OMNIMax team as leaders in their field. Their expertise was crucial in sound boarding ideas, collaborating on design, and ensuring the successful implementation of the new Navigator.”

Ryan Wilson – BNZ

Ready to Get Started?

Contact our team for a no-obligation demonstration

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Pre-built Adviser Tools

Save time and reduce errors by using an Adviser Tool to automate your financial advice and review process

Streamline your Fact Find, Statement of Advice, Authority to Proceed and Reviews in a secure digital environment.

Adviser Tools are available for:

  • KiwiSaver
  • Investment
  • KiwiSaver plus Investment
  • Engage Modelling Tools
Engage Modelling Tool demo graph screenshot on a laptop
OMNIMax KiwiSaver FMA Website Tool screenshot
OMNIMax KiwiSaver FMA Website Tool screenshot

Pre-built Website Tools

Engage your website visitors with an interactive Website Tool

Our Website Tools embed into your website and allow your website visitors to make selections based on their situation, to generate charts and analysis of their future situation or a risk profile.

Website Tools available:

  • Online Fact Find
  • Risk Profile
  • KiwiSaver Calculator
  • Investment Calculator
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“When we first met with the OMNIMax team they were so approachable, we underestimated the knowledge they had. We quickly came to realise they understood the industry and understood what we needed.”

Nick Wells – Amicus

Got a Question?

Ask our team today

Custom Solutions

Design a custom solution to match your advice process

We can build a solution for you from scratch or we have a library of existing features that we can customise for you, including:

  • Fact Find
  • Questionnaires
  • Modelling tools
  • Disclosure
  • Statement of Advice
  • Reports
  • Provider application
  • Advice process
  • Review process
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Why Work With Us

We’ve been fuelling financial advice conversations since 2002

Some of New Zealand’s top financial advice brands trust our solutions.

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Wealthpoint logo
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BNZ logo
AndCo Mortgages logo
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