You know why KiwiSaver matters. You’ve seen how digital tools can simplify client information collection and advice delivery.
If you missed it, our previous blog explained how KiwiSaver Adviser Tool enables advisers to seamlessly integrate KiwiSaver into their offering, without adding admin headaches.
Now, the decision is: why choose KiwiSaver Adviser Tool, and how will it support growth in your practice?
Real-World Proof: How Advisers Are Winning with OMNIMax
Moneta: Strengthening KiwiSaver Advice
KiwiSaver had always been part of client conversations at Moneta. But increasing compliance expectations and rising client demand for faster, clearer advice highlighted the need for a more structured process.
Moneta introduced OMNIMax’s KiwiSaver Adviser Tool and Online Fact Find to streamline how advice is delivered and improve consistency across the team. Client information is now captured digitally and flows directly into the advice process, reducing manual steps and preparation time.
Nick Hau, Director and Adviser at Moneta, explains, “We decided to take KiwiSaver a bit more seriously. In this day and age, compliance is a non-negotiable, so having a thorough system that made our job easier was a no-brainer.”
The result is a more efficient workflow, with advisers able to focus on client conversations rather than administration, while still maintaining clear, structured and compliant advice delivery.
Wealthpoint Nelson: Efficiency, Compliance & Growth
Nigel Rukuwai, Principal Adviser at Wealthpoint Nelson, sums it up, “You can’t recommend KiwiSaver without a compliant and cost‑effective tool.” With KiwiSaver Adviser Tool, he can compare KiwiSaver providers, fee structures, performance, and fund mixes, all in one streamlined system.
For clients, the experience is powerful: they can clearly see how their current KiwiSaver plan stacks up against others and how different options might affect their retirement. On the adviser side, Wealthpoint Nelson has dramatically improved its efficiency. Nigel says he can generate a fully compliant Statement of Advice in just 10 minutes once the fact find is returned.
That efficiency has translated into growth. KiwiSaver now represents a significant portion of their business, with millions added to their books thanks to new clients and review opportunities.
Why KiwiSaver Adviser Tool Supports Long-Term Growth
These client stories highlight what the Tool delivers:
Consistent advice delivery
A structured process makes it easier to deliver clear, repeatable recommendations across all clients.
Time back for client work
Less time spent on admin means more time for conversations, reviews, and new opportunities.
Built-in compliance support
Time-stamped records, version control, and automated disclosures sit within the workflow rather than outside it.
A stronger client experience
Clients can see their position clearly, which helps build trust and supports better decisions.
Ongoing business growth
KiwiSaver becomes part of a wider advice relationship, creating opportunities for reviews, referrals, and long-term engagement.
Next Step: Make KiwiSaver a Growth Driver
Now’s the moment to act. Use the same tool that’s helping Moneta, and Wealthpoint Nelson transform their KiwiSaver offering into business growth.
Request a Demo to see KiwiSaver Adviser Tool in action and explore how it can scale your advice.
