“I was one of the first users of the KiwiSaver advice solution. There was nothing else in the market that could provide that level of detail in regard to up-to-date performances, asset allocations and fee schedules. I like how I can recommend any KiwiSaver fund and compare them easily, the solution saves me a lot of time.
I’ve built out my template base and so the Statement of Advice reports we provide to customers now are pretty comprehensive. That adds a lot of value and OMNIMax helps a lot with that. I’ve really seen a change in people’s mentality over the past 18 months. It’s been good for business because if you can do it online it saves a lot of time.“
Director and Financial Adviser – Compound Wealth Limited