KiwiSaver Projection Simulator

Show clients their KiwiSaver future with professional projection simulations that turn complex statistics into clear insights.

Interactive Visualisation

Beautiful, intuitive charts that help clients understand complex projections at a glance

Success Gauge

Visual probability meter showing likelihood of reaching goals

Percentile Fan Chart

Shows range of outcomes from worst to best case scenarios

Distribution Histogram

Final portfolio value distribution across all simulations

82%

Probability of Success

10th Percentile $245,000
50th Percentile $385,000
90th Percentile $598,000

See It In Action

Real screenshots from the Nuvano projection simulator showing the power of Monte Carlo modeling

Key Metrics and Insights Dashboard

Comprehensive analysis of projection outcomes

KiwiSaver Projection Key Metrics Dashboard

Balance Projection Over Time

10,000 simulations showing potential outcomes

KiwiSaver Balance Projection Chart

Outcome Distribution Analysis

Statistical distribution of final balance scenarios

KiwiSaver Outcome Distribution Histogram

Powerful Simulation Engine

Real KiwiSaver Fund Data

Search and select from 380+ actual funds with auto-populated historical returns (5-year, 1-year, or inception)

Advanced Statistics

Box-Muller transform for normal distributions, Geometric Brownian Motion for realistic market behavior

KiwiSaver Rules Built-in

Government contributions, employer matching, high earner rules - all calculated automatically

Pre-configured Risk Profiles

Defensive to Aggressive with realistic return/volatility pairs based on market data

Save & Load Scenarios

Save projections for different strategies, compare scenarios side-by-side

Professional Reports

Download CSV reports, print-friendly layouts with insights and recommendations

Contribution Calculations

Employee Contributions

3%, 4%, 6%, 8%, or 10% of gross salary

Employer Contributions

Minimum 3%, configurable up to 10%

Government Contributions

25¢ for every $1, capped at $260.72/year

Note: No government contribution for salaries > $180,000

Interactive Controls

Years to Goal Slider
Expected Return Slider
Volatility Slider
Current Balance Input
Annual Salary Input
Inflation Adjustment Toggle

Perfect For

First Home Buyers

Show the path to homeownership with different contribution strategies

Retirement Planning

Long-term projections with compound growth visualisation

Strategy Comparison

Compare conservative vs growth strategies side-by-side

Give Your Clients Confidence in Their KiwiSaver Future

Professional projection simulations that turn complex statistics into clear insights

Explore More Features

Smart Adaptive Questionnaire

Dynamic questions that adapt based on age and circumstances. FAPs can customise text, order, and help content to match their …

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Under 10-Minute Journey

From questionnaire to recommendation, SOA generation, digital signature, and portal creation - all in under 10 minutes with real-time email …

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Client Lifecycle

Manage relationships, not just transactions. Schedule reviews, archive properly, and maintain complete client history.

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Questionnaire Customisation

Customise question wording, add help text, and control question visibility - your brand voice, your way

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Statement of Advice Customisation

Customise every section of your Statement of Advice - from cover page to disclaimers, make it truly yours

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True Adviser Independence

Choose affiliated or independent relationships per provider. Configure fees for service, enabling truly independent advice.

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Fund Research & Comparison

Compare KiwiSaver funds side-by-side. Filter by provider, view fees and returns, and make informed recommendations.

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Document Search & Access

Real-time access to PDS, fund updates, and holdings. Advanced search with filters and automatic document syncing from official sources.

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Compliance & Governance

Designed to support FMA requirements. Audit trails of all client changes, documented adviser overrides, and records maintained for your regulatory …

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Disclosure Management

Centralised disclosure library. Upload documents, link to your website, adviser-level customisation, and client acknowledgment tracking.

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Team & Collaboration

Scale your practice without losing control. Multiple advisers, role-based access, and organised client management.

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Built-in AI Adviser Assistant

Coming soon - Intelligent assistance powered by AI

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