About the GoalsGetter Statement of Advice Tool
The GoalsGetter Statement of Advice (SOA) supports the efficient creation of client‑ready Statements of Advice for multi‑manager KiwiSaver recommendations.
What it is
The SOA tool is a structured advice workflow that packages all required information into a client‑ready PDF SOA. It is designed specifically to support multi‑manager KiwiSaver investment advice by addressing common challenges - such as accessing fund data and calculating weighted averages for target asset allocations, returns, and fees.
This tool is used exclusively to recommend the GoalsGetter KiwiSaver Scheme.
How it works
The tool guides advisers through the SOA process in a clear, structured format, capturing all required advice inputs and supporting information. This streamlines analysis, comparisons, and documentation, reducing manual effort and complexity when preparing Statements of Advice.
SOA outputs include:
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Client's current situation
- Rationale for recommending GoalsGetter
- Key risks
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Remuneration disclosure
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Comparison of client's current and recommended portfolio, including:
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Target asset allocation (TAA)
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Mminimum investment timeframe (MIT)
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Fees
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Performance over 1, 3, 5, and 10 years.
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Who it's suitable for
The SOA tool is suitable for advisers preparing Statements of Advice that recommend the GoalsGetter KiwiSaver Scheme. It's particularly valuable for presenting the multi‑manager solution as a single, cohesive portfolio, helping clients understand how the funds work together, rather than comparing individual funds in isolation.
How to get access to it
If you don’t already have access and would like to use the tool, please get in touch with George directly.