Nikko opens platform to advisers

Nikko AM NZ has opened access to its low-cost investment platform, GoalsGetter, to AFAs.

Thursday, June 11th 2020, 9:16AM

The move enables advisers to connect their clients to a wide range of Nikko AM’s single sector and diversified funds, including KiwiSaver.

GoalsGetter provides direct access to eight Nikko AM KiwiSaver funds and, for a minimum initial investment of $250 and monthly commitments of $20, 14 of Nikko AM’s flagship funds. These include three diversified funds that not only utilise Nikko AM’s local and global expertise, but also provide exposure to global funds offered by Goldman Sachs (GSAM), JP Morgan and ARK Invest.

Managing director George Carter said that in a time of economic uncertainty, it was natural for people to want to seek professional advice about where to put their money.

“By making direct access to our retail funds available to authorised financial advisers via GoalsGetter, we are ensuring that a wider range of investors can access our market-leading funds without compromising their desire for additional piece of mind,” he said.

GoalsGetter for Advisers will allow both the adviser and client to track holdings, transactions and performance.

Carter said the platform’s in-built roboadvice and projections functionality, as well as the information and reference material available on the GoalsGetter platform, would provide additional tools for advisers when tailoring an investment to a client’s individual risk profile, values and circumstances.

“Over recent times we’ve seen barriers to investing come down. I’m proud that, through GoalsGetter, Nikko AM has been part of this drive to encourage New Zealanders to invest with knowledge and with a defined sense of purpose. And I’m delighted that we have now launched GoalsGetter for Advisers, which we see as a timely addition to existing avenues into Nikko AM funds.”

Tags: investment KiwiSaver Nikko AM roboadvice technology