Making Investment Advice Easier for Clients to Understand

For investment advisers, this creates a challenge. The advice might be sound, but if it is not understood, it is harder for clients to act on it with confidence.

OMNIMax helps advisers to solve this, with tools that improve how advice is structured and presented, so that clients can clearly understand what is being recommended.

Why understanding matters in advice conversations

Investment advice often involves long timeframes, multiple assumptions, and changing conditions. This can make it difficult for clients to fully grasp what their plan means in practice.

Common barriers to understanding investment advice include too much reliance on spreadsheets, heavy use of technical language, limited visibility of long-term outcomes and one-style-fits-all communication.

When clients don’t fully understand the advice, it can lead to hesitation, repeated clarification, and slower decisions.

How OMNIMax tools improve understanding

OMNIMax’s Investment Adviser and Projection Tools help advisers present information in a clearer and more structured way.

Investment Adviser Tool

Investment Adviser Tool brings consistency to recommendations. Instead of relying on separate documents or manual processes, advisers can:

• Build clear recommendations
• Align investment choices to a client’s risk profile
• Present advice in a consistent format
• Reduce reliance on manual calculations

This creates a stronger foundation for client conversations. The advice is easier to explain because it is already structured in a logical way.

Projection Tool

Projection Tool focuses on helping clients understand what the advice means over time. It allows advisers to:

• Show how investments may perform over time
• Model different contribution levels and risk settings
• Show the client whether they are on track to meet their financial goals
• Visually demonstrate the value of their advice

For clients, this makes uncertainty easier to understand and decisions easier to make.

Making investment information easier to follow

Different presentation formats help clients absorb information more effectively, particularly when discussing long-term projections. When advisers present the same information in different ways, it improves engagement.

For example, depending on the selected solution, OMNIMax tools include:

• Graphs showing projected Fixed Rate of Return and Monte Carlo percentile outcomes over time
• Goal outcome bars showing the percentage of each goal that is likely to be achieved
• Historical performance data for the recommended fund(s)
• A table listing yearly calculations and values for each asset
• A simple summary explaining what needs to happen to be on track

This layered approach allows clients to engage with the information in a way that suits them.

The practical benefit for advisers

Clearer advice delivery improves both the client experience and adviser efficiency. When clients understand their plan, decisions happen more quickly, conversations are more focused, and review meetings are more productive.

Over time, this reduces rework, supports a more consistent advice process and strengthens client confidence in both the recommendations and the advice process.

Want to learn more?

Get in touch with Greg at sales@omnimax.co.nz or 027 419 4003, to book a demonstration of OMNIMax’s tools.

Or visit the OMNIMax website for further information about Investment Adviser Tool and Projection Tool.