What is Mapua Wealth?
Mapua Wealth is a respected New Zealand investment research provider that helps adviser businesses assess fund managers, investment products and portfolio construction options. Their role is to provide independent analysis and research that advisers can use as part of their investment selection process.
What's included in the reports?
Each report provides a concise overview of a diversified fund, including:
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Fund objectives and strategy
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Portfolio construction insights
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Risk and performance observations
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Due diligence assessments
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Sustainability considerations
- Commentary on the role the fund may play within a broader portfolio
Rather than reading multiple sources, advisers can access a single report that pulls together key information in one place.
Why advisers are finding them useful
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The reports weren't created as marketing material.
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They were commissioned to provide advisers with independent analysis that can support their own research and recommendation process.
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Whether you're reviewing investment options for a new client, validating an existing recommendation, or preparing for an upcoming client meeting, the reports offer a practical shortcut to understanding the key characteristics of each diversified fund.
Available to accredited GoalsGetter advisers
The Mapua Wealth Research Reports are available exclusively to accredited advisers using GoalsGetter.
Request access today and discover how independent research can help streamline your advice process.