Made for KiwiSaver advice and beyond

KiwiSaver advice businesses manage ongoing reviews, client follow-ups, investment decisions and compliance requirements, making it increasingly difficult to deliver consistent advice as their client book grows. TAP brings structure and visibility across these activities, making it easier to manage ongoing advice efficiently — designed specifically for New Zealand advisers and local regulatory requirements.

Keep ongoing KiwiSaver advice on track

Greater visibility across leads, applications and ongoing servicing in one place. Advisers can quickly see what needs attention, spend less time chasing follow-ups and keep client activity moving forward.

Standardise your workflows

As client numbers grow, so does the volume of advice activity, follow-ups and record keeping. TAP helps advisers manage increasing workloads while maintaining consistent processes and keeping client files complete, accurate and up to date.

A driver of business growth

Bring client information and advice records together, reducing silos and supporting better, more informed decision-making. With optional operational support available to reduce admin load without losing control, advisers can service more clients, strengthen retention and grow recurring revenue.

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Why KiwiSaver advisers choose TAP

A clear path through ongoing advice

Structured workflows help advisers move through each stage of advice with confidence, reducing missed steps and complexity. With greater clarity across the process, advisers can maintain quality, handle increasing client volumes and run a more organised, efficient advice business.

Governance that supports advice

Meet regulatory expectations and stay audit-ready. Clear records and well-documented processes help reduce risk, while TAP helps advisers meet obligations without slowing down advice delivery or adding unnecessary admin.

No lock-ins, flexibility as your business evolves

TAP works across different advice business setups, giving advisers the flexibility to use the platform and services aligned with how they operate today, with room to adapt as their business grows.

Business support that creates capacity

As your client book grows, so does the work behind every client relationship. TAP offers optional administration and compliance support to reduce operational pressure, create adviser capacity and give you more time for clients, advice and business growth.

Effortless onboarding and data migration

Switching systems shouldn’t slow your business down. TAP’s dedicated onboarding team handles the heavy lifting from setup through to data migration, ensuring a smooth transition with minimal disruption. Advisers can continue focusing on clients while TAP manages the change in the background.

TAP x Hive. Advice Connected.

TAP and Hive share a belief that advice can make a greater difference in New Zealanders’ financial lives. Together, we’re making it easier for advisers to support clients to protect and grow their wealth and work towards a confident retirement.

Hive puts the adviser at the centre of KiwiSaver

Hive combines specialist investment managers, smart technology and a genuine partnership model to make quality advice and ongoing servicing easier — helping advisers spend less time on administration and more time creating value for clients.

Your brand stays visible throughout the client experience, while goal-based tools turn KiwiSaver into an ongoing conversation, creating more reasons to engage at key milestones as clients’ needs evolve.

From client data to advice, faster

Client information flows from TAP to Hive, pre-populating the KiwiSaver journey and reducing duplicate entry and portal hopping. Advice documents and governance checks are created in real time — removing manual admin, reducing friction and making advice faster and easier to deliver.

Better together for your clients

Choose from four specialist investment managers (Aurora Capital, Harbour Asset Management, Pie Funds and Munro Partners), with the flexibility to mix and match across managers and funds to support a range of client needs.

Combined with TAP, it enables advisers to deliver more multi-service advice, creating greater value for clients while helping strengthen client relationships, support retention and drive sustainable business growth.

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Trusted by advice businesses across New Zealand

Ready to get started?

See how TAP can help you build a more scalable advice business, strengthen client value and support sustainable revenue growth.

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Client testimonials

"I can focus on what I do best, which is creating meaningful relationships and producing results at work."

Watch as Abby shares how TAP allows her to focus on what she does best with the confidence that she remains compliant every step of the way.

Abby Woollaston, Redress Insurance

"I honestly can’t say enough good things about the TAP team and what they have created, such an adviser-friendly offering that suits both the smaller and larger adviser brokerages.”

Bryce Wilson, Long Burroughs

"It's for those who are serious about running and growing a successful business."

Watch as Regan explains how TAP empowers business owners by allowing them to focus on client engagement.

Regan Thomas, MoneyTree

"With TAP, I know that most of my things are taken care of, like compliance, admin tasks, bookkeeping, record keeping, and auditing. Once all those things are handled, a lot of worries are lifted from my shoulders, which is a big relief. I can then concentrate more on getting more business.”

Taj Singh, Expert Advice

Find the answers that you need.

TAP for KiwiSaver Advisers

Why KiwiSaver advisers choose TAP

Trusted by advice businesses across New Zealand

Ready to get started?

Client testimonials

"I can focus on what I do best, which is creating meaningful relationships and producing results at work."

"I honestly can’t say enough good things about the TAP team and what they have created, such an adviser-friendly offering that suits both the smaller and larger adviser brokerages.”

"It's for those who are serious about running and growing a successful business."

"With TAP, I know that most of my things are taken care of, like compliance, admin tasks, bookkeeping, record keeping, and auditing. Once all those things are handled, a lot of worries are lifted from my shoulders, which is a big relief. I can then concentrate more on getting more business.”

Find the answers that you need.