Client Stories

How our clients have achieved their goals with our solutions

Read our client stories about how our solutions have saved clients’ time and helped them deliver quality advice.

BNZ logo

A Leap Forward in Helping BNZ’s KiwiSaver Scheme Customers

In 2019, BNZ launched BNZ KiwiSaver Scheme Navigator (Navigator), a tool for their bankers to use to help customers see what a difference small tweaks could make to their BNZ KiwiSaverScheme investment.

 In 2023, BNZ embarked on a journey to upgrade Navigator.

Wealthpoint Nelson’s KiwiSaver Solution

“We would have had to avoid new KiwiSaver clients if we didn’t have this KiwiSaver Solution.”

Amicus logo

A Faster KiwiSaver Solution

Amicus credits their OMNIMax KiwiSaver solution with a big time saving – 60-70%. They now have the ability to deliver quality advice at scale.

Strategic Financial Planning logo

Investment Reviews + Portal

Strategic is a provider of bespoke portfolios and needed an investment review process and a portal where clients can track their investments.

About OMNIMax

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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