976524841
News

Show Clients the Future, Not Just the Numbers: Meet OMNIMax’s Projection Tool

Monday 8th of September 2025

When you’re sitting with a client, the moments that count are when the numbers start to make sense and the future feels clear.

That’s what OMNIMax’s Projection Tool is built for, a visual, interactive way to show how a client’s KiwiSaver, investment, or both could grow over time, and the difference your advice makes in reaching their goals. Instead of relying on spreadsheets or endless revisions, you can explore scenarios together in real time and make decisions with confidence.

Why advisers are switching

Traditional presentations often bury the story in raw figures. Projection Tool changes that.

An “Assets over time” graph brings a client’s financial picture to life, showing how their KiwiSaver, investment, or other assets are projected to grow over time. and how withdrawals or contributions affect the overall picture.

Want to read the full article?

Click the button below to subscribe and will have free unlimited access for a limited time to full article and all other articles on the site.

You will also be able to comment on articles on Good Returns.