Using Our Tools to Generate KiwiSaver Leads

KiwiSaver remains one of the most accessible and meaningful ways to deliver long-term value to clients. With almost 3.4 million Kiwis enrolled and total assets surpassing $129.1 billion, there’s never been a better time to grow your business by helping New Zealanders make smarter decisions about their retirement savings. The challenge is generating qualified KiwiSaver leads consistently, and doing so efficiently, without spending hours on admin or chasing cold prospects.

That’s where our Website Tools come in. Designed for New Zealand advisers, our KiwiSaver Tool and KiwiSaver Online Fact Find help turn your website into a lead generation engine.

The Power of Website-Based Lead Generation

52% of New Zealanders use online sources for financial information*. Online searches often mark the beginning of a KiwiSaver journey, with prospects seeking insight before contacting an adviser. They might be wondering if they’re in the right fund, how fees affect long-term growth, or how their KiwiSaver fits into their wider financial picture. This presents a huge opportunity for financial advisers, but only if you give prospects a compelling reason to connect with you.

That’s why it’s essential to offer more than simply a contact form on your website. You need a tool that engages your website visitors and delivers instant value while also positioning you as the expert who can help. Our Website Tools do exactly that.

Engage Your Website Visitors with Our KiwiSaver Tool

Our KiwiSaver Tool engages your visitors with a simple, interactive calculator directly on your website.

Users enter their information, including age, salary, current KiwiSaver balance and scheme profile, and contributions. Using FMA assumptions and calculations, the Tool then calculates how much they are projected to have in a lump sum at age 65 and how much that would be each week, until age 90.  A simple graph also shows the user their KiwiSaver value from now until age 90.

Your visitor can make adjustments and instantly see these reflected in the lump sum and weekly totals, as well as the graph. This gives them an immediate sense of how today’s decisions could impact their future savings.

This does two powerful things:

1. Builds trust – You’re offering useful, relevant insights up front.
2. Creates warm leads – Users are already thinking about their KiwiSaver. If they leave their details, you know they’re actively engaged.

Our KiwiSaver Online Fact Find: Simplify Information Collection

Another lead generation tool we have is our KiwiSaver Online Fact Find. This also builds visitor trust and creates warm leads, but in a slightly different way.

KiwiSaver Online Fact Find simplifies information collection for the adviser as well as offering value to your website visitor, by calculating their risk profile. Visitors are led through questions about their financial priorities, thoughts on risk and provider preferences, which the tool uses to generate a risk profile that is shared with the visitor. They can then opt to provide more information, including their contact details, which are sent through to the adviser.

If the adviser uses our KiwiSaver Adviser Tool to deliver advice, the clients fact find information automatically flows into here as well, reducing data entry for the adviser. The clients risk profile and provider preference information is also used by KiwiSaver Adviser Tool to automatically find and compare the providers that best suit the client.

Why This Matters for Smaller Adviser Firms

For many advisers, especially those running one or two person businesses, marketing can easily take a backseat to advising existing clients. But these Tools are available 24/7, capturing leads and simplifying information collection, allowing you to focus on delivering advice.

* Excludes social media. Source: fiftyfive5 and the Financial Markets Authority (FMA), “Consumer experience with the financial sector,” Research Report, July 2022.