Tools, Tips and Other Resources
Here you'll learn about our Statement of Advice Tool as well as articles and resources to help you with client conversations.
- Why consider a multi-manager approach with the GoalsGetter KiwiSaver Scheme?
- SOA Tool vs Fund Data Tool: Which should you use?
- Beyond performance: How independent research can strengthen adviser recommendations
- Mapua Wealth Research Reports
- About the GoalsGetter Statement of Advice Tool
- About the GoalsGetter Fund Data Tool