We believe client-centric FinTech is the solution to that need. National Capital has developed a KiwiSaver Digital- Advice solution which will enable users to get personalized advice on which KiwiSaver fund works best for them to achieve their goals, based on their situation. It will also help them understand their current financial situation better and understand what they need to do to achieve their goals. With the focus on digitization, automation, and good client outcomes, this service will not only help Kiwis get the advice they need but do so in an ethical manner.
National Capital is a registered Financial Services Provider, launched in late 2018. It became only the fourth company in New Zealand to be awarded a Digital Advice Exemption (aka robo-advice license) by the Financial Markets Authority in Mar 2019.
We're a company in the start-up stage right now, growing from 3 members last year to 9 currently. In the past year, we have finalized and developed our software and have market-tested our product. We are now up to over 50 clients and over $2 million Funds under Advice and are continuing to grow.