Nigel is the Principal Adviser and Managing Director at Wealthpoint Nelson. He is also a Director of Wealthpoint Ltd, a New Zealand wide co-operative of fifty businesses and 150 advisers.
Most of the Wealthpoint network operate across all four advice categories: life and health insurance, general insurance, mortgages, and investments. Finding a cost-effective way to offer KiwiSaver was essential given the relatively low margin of this product. Compliance was another consideration. Nigel says, “You can’t recommend KiwiSaver without a compliant and cost-effective tool. How do you compare the performance of a client’s existing KiwiSaver to the marketplace as well as fees, product mix, ESG needs etc. The OMNIMax solution makes it all streamlined.”