The Mapua Wealth Research Reports provide advisers with independent analysis and insights to support fund selection, portfolio construction, and client recommendations. Every diversified fund available through the GoalsGetter KiwiSaver Scheme has undergone a rigorous due diligence process by both the Amova Portfolio Solutions Group and Mapua Wealth, giving advisers access to a trusted third-party assessment alongside Amova's own investment expertise.
These comprehensive reports encompass the fund manager's capabilities, an overview of the investment team, the process, sustainability, and the fund's role within the client’s portfolio.
Why advisers value the Mapua Wealth Research Reports
The Mapua Wealth Research Reports provide independent research and analysis on GoalsGetter's diversified funds.
Prepared by Mapua Wealth, a respected New Zealand investment research firm, the reports can help advisers:
Save valuable research time
Researching and documenting investment recommendations can be time-consuming. The reports bring together key information about each diversified fund in a concise, easy-to-digest format, helping advisers quickly understand fund objectives, portfolio construction, fees, risks and performance considerations.
Strengthen due diligence
Each report includes independent commentary and due diligence assessments, providing an external perspective that advisers can incorporate into their own research process.
Understand where a fund fits
One of the most valuable sections explains the role each fund may play within a broader client portfolio. This helps advisers identify how different GoalsGetter funds may align with specific client objectives and risk profiles.
Access independent insights
The reports are prepared independently of Amova and are intended to provide an objective assessment of the funds. This gives advisers access to third-party analysis from an organisation already well known throughout the advice industry.
Prepare for client conversations faster
Whether you're reviewing an existing recommendation or preparing for a client meeting, the reports provide a practical overview that can help you upskill quickly and engage with greater confidence
Learn more about the benefits of using the Mapua Wealth Research Reports as part of your advice process in our article: Beyond performance: How independent research can strengthen adviser recommendations.
Request access today and discover how these vital research reports can help you save time and strengthen your advice process.