KiwiSaver advice
A six-stage path from KiwiSaver goals through SOA and implementation — with skip logic when onboarding already captured discovery or risk profile.
For licensed advice firms
Advice journeys and practice tools
Start from the same platform journey templates your firm clones in the portal — then model the plan, share documents, and engage clients between reviews.
Advice journey templates
Platform templates under Your organisation’s templates — clone, rename, and reshape stages. Onboarding is part of the portal library; the journeys below are the advice-type paths firms demo most often.
Annual review
Run the ongoing service cycle end-to-end — from due-date trigger through plan refresh in RetireMe and a filed review record.
Retirement planning
The flagship advice path into RetireMe modelling — from retirement vision through Monte Carlo–backed SOA and ongoing monitoring.
Investment advice
Portfolio advice with goals, risk, statements, SOA, and a clear implementation and reporting close.
Insurance review
Personal risk advice from needs analysis through underwriting and policy issue — alongside RetireMe contingency modelling when needed.
Mortgage & debt protection
Protect the lending position — affordability, income-loss scenarios, and provider options through to completion.
Business insurance
Business risk cover for key people and operations — from needs capture through binding and review.
General insurance
Home, contents, vehicles, and landlord cover in a short advice journey with renewals in view.
Home loan
Lending advice from fact find and serviceability through SOA, application, and settlement follow-up.
Documents, portal & workspace
Share, accept, and operate the book alongside journeys.
Advice documents & templates
Word mail-merge, vault sharing, and client acceptance or signature.
Client portal & invites
Magic-link access, shared documents, and accept/sign between reviews.
Adviser portal tour
Advice Pipeline, Service Queue, workflows, and book KPIs.
Ask Remy
AI plan assessments, meeting prep, and email drafting.
Legal pack
Terms of business, security, and data retention.
Modelling deep-dives
Optional engine detail for advisers who want to go deeper on RetireMe plan building. For household-facing pages, see the consumer app features.
RetireMe overview
Lifetime cashflow modelling with deterministic baseline plus Monte Carlo resilience.
Plan dashboard
Success rate, runway, net worth, and trajectory charts for client meetings.
Income & lump sums
Multiple income streams, career breaks, rental income, inheritances, and asset sales.
Expenses & budgets
Phased spending, one-offs, aged-care overlay, and expense-tracker validation.
Mortgages & debt
Personal and investment loans, future purchases, and accelerated paydown.
Investment property
Guided purchase flow, linked mortgages, rental income, and hold-vs-sell scenarios.
Insurance & contingency
Model lump-sum claims in the plan engine.
Cashflow detail & reports
Month-by-month transparency and Retirement Blueprint PDF for client files.