We’re thrilled to have signed an agreement with Medical Assurance Society (MAS) to develop a custom advice solution for use across their adviser network.
Our agreement is structured as a three-year partnership, delivered in two stages.
Stage One: Investment and KiwiSaver Advice
In the first stage, we’ll develop a custom Investment and KiwiSaver advice solution for MAS. This will be built using our existing framework, and customised to meet MAS’s specific requirements, including alignment with their advice processes and API integration with internal systems. This will be delivered in late 2026.
Our General Manager, Greg Hansen says, “MAS is a well-established organisation with a strong focus on supporting its Members, and we are excited to be working with them. The solution we’re building will support how their advisers work, streamlining their day-to-day processes and improving overall efficiency.”
Stage Two: Adding Insurance Advice
In the second stage, we’ll extend the solution to include insurance advice. This will further support MAS Advisers by enabling them to manage Investment, KiwiSaver, and insurance advice in one solution.
Supporting a Consistent Advice Approach
“OMNIMax represents a critical step forward in how we deliver advice at MAS,” Matt Harvey, Chief Distribution and Marketing Officer at MAS said. “It sits at the heart of our broader Advice at MAS initiative, within our wider transformation programme, helping us embed our advice standards directly into how advice is delivered, documented, and governed.
MAS is excited to be working with OMNIMax on this next phase of its advice capability. OMNIMax is a key enabler. It works alongside our Advice Framework and governance processes to lift quality, consistency, and confidence across the business.
“OMNIMax enables more consistent, high-quality advice experiences for our Members, while giving our advisers the structure and support they need to focus on what matters most – meaningful conversations and trusted relationships.
“This is not about technology for its own sake. It is about building a scalable advice model that strengthens oversight and confidence across the business, supports our growth, and ultimately protects the trust our Members place in us every day,” said Matt.
Photo credit: OMNIMax. From left: Jonathan Taylor (Director, Product Manager – OMNIMax), Matt Harvey (Chief Distribution & Marketing Officer – MAS), Jo McCauley (CEO – MAS), and Greg Hansen (General Manager – OMNIMax).
