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

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.

Plus, goal-funding bars make it instantly clear whether important goals such as first home, children’s education, retirement lifestyle, are on track or need adjustment. You don’t just tell clients what’s possible; you show them, and then you fine-tune the plan with them on the spot.

This clarity creates better conversations. You can add or exclude assets, adjust contributions, and tweak timelines while the client watches the impact unfold. That shared visibility builds trust and dramatically reduces the “I’ll get back to you” cycle that slows momentum.

How it fits into your advice process

Projection Tool fits neatly into the way you already work. Start by issuing a Fact Find. Email this to your client before your meeting or complete it with them in person.

The information collected flows straight into Projection Tool, so you’re not double-handling data. From there, you can screen-share and collaborate live: explore different risk profiles, layer in additional goals, or test contribution changes, and see the implications immediately.

Prefer to begin with a single focus? Use the tool purely for a KiwiSaver projection or as a straight investment projection. When you’re doing goal-based planning, include the client’s goals and let the visualisation tell the story. Either way, the conversation becomes easier to lead, and easier for clients to follow.

Two ways to adopt Projection Tool

You can use Projection Tool on its own or bundle it as part of OMNIMax’s Investment Adviser Tool.

The standalone option provides a cost-effective entry point if you simply want a powerful projection engine for meetings. If you’re ready to streamline your entire investment advice workflow, from Fact Find through to Statement of Advice to Authority to Proceed, Investment Adviser Tool adds this functionality, with disclosure, signing rules and more built in.

Pricing starts at $57 per month* for Projection Tool, or $320 per month* as part of Investment Adviser Tool.

What clients see and feel

Clients don’t remember every number; they remember how you made complex decisions feel simple. Projection Tool gives them a clear view of progress toward their financial goals and a sense of control over what happens next. It also showcases your value: when you adjust contributions, or update timelines according to your recommendation, clients can see the impact of your advice in seconds.

That immediacy leads to fewer follow-up emails and faster decisions, helping you reduce time per client and lift capacity without compromising quality. And because projections are grounded in the client’s own Fact Find data, you can stay focused on the conversation rather than reconciling multiple documents.

Supports your brand

Every OMNIMax pre-built solution is customised with your branding for a seamless client experience. With the full Investment Adviser Tool, all the documents that support your advice, Fact Finds, Statements of Advice, Authorities to Proceed, are managed in one secure digital space. That means consistent templates, faster approvals, and clean records for your audit trail.

Built with New Zealand advisers in mind

OMNIMax has been building financial advice software for leading New Zealand brands for over 20 years. Projection Tool reflects that experience: it’s practical, meeting-ready, and designed for the realities of KiwiSaver and investment advice. Whether you’re a solo adviser growing your book or a multi-adviser firm aiming for consistency across the team, you’ll be up and running quickly, with results you notice from the first client meeting.

Get started

If you want meetings that feel smoother, advice that lands faster, and visuals that clients immediately understand, Projection Tool is worth a look. Book a no-obligation demonstration and experience the difference in your next client meeting.

* Pricing noted is per adviser, excluding GST, and may involve setup and platform licence costs. Volume discounts, admin and paraplanner pricing are also available.