Do you offer KiwiSaver advice?
Adding KiwiSaver advice to your offering can seem like a daunting task when your days are already full of offering insurance, mortgage and investment advice. But OMNIMax’s KiwiSaver solution streamlines your advice workflow, enabling you to generate a Statement of Advice in only 10 minutes.
Why you should offer KiwiSaver advice
Perhaps the biggest motivation to add KiwiSaver advice to your offering is the revenue growth it provides. For Wealthpoint Nelson, the success of their OMNIMax KiwiSaver solution has led to KiwiSaver now making up a substantial chunk of their business, and over $5 million being added to their books.
Another benefit of using the KiwiSaver tool has been the enhanced client experience it provides. Wealthpoint Nelson Managing Director, Nigel Rukuwai says, “Clients are happy to see how their current KiwiSaver plan compares to others and how it will affect their retirement. They could try and compare all the providers themselves, but you just can’t.”
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