About the GoalsGetter Fund Data Tool
The GoalsGetter Fund Data Tool enables quick and efficient access to key data for GoalsGetter KiwiSaver funds.
What it is
The GoalsGetter Fund Data Tool is designed to simplify access to GoalsGetter fund data by providing fast, reliable metrics that advisers can use within their own Statement of Advice (SOA) templates.
How it works
Users select the KiwiSaver scheme and funds the client is moving from, then choose the preferred blend of GoalsGetter funds for comparison. The tool automatically generates weighted average comparisons across:
• Target asset allocation (TAA)
• Minimum investment timeframe (MIT)
• Fees
• Performance over 1, 3, 5, and 10 years
Who it's suitable for
This tool is suitable for advisers and support team members involved in SOA preparation or client discussions where clear, efficient comparisons are required. It can also be used for fund combination analysis prior to making a recommendation, allowing users to compare how different portfolio or fund mixes may perform.
How to get access to it
If you don’t already have access would like to use the tool, please get in touch with George directly.