Transform how you deliver financial advice
Built for scale. Compliant by design. Loved by clients.
intelliwealth is an AI-powered advice platform for KiwiSaver and wealth management.
Smarter financial advice, powered by AI
intelliwealth is a modular, AI-powered platform that enables financial firms to scale personalised KiwiSaver and wealth advice — without increasing compliance risk or operational load.
Designed for advisers, built for scale, and ready for white-labelling.
Built for forward-looking financial firms
Whether you're a financial advisory firm, KiwiSaver provider, or aggregator network, intelliwealth helps you scale advice, cut compliance costs, and deliver a better client experience.
Features
intelliwealth is a modular, white-label advice engine that digitises the discovery, compliance, and delivery of personalised advice.
Fully compliant advice journeys tailored to your investment philosophy. Instant output, risk profiling, and fund selection.
Scenario-based planning, retirement modelling, intergenerational wealth tools and more — at your adviser’s fingertips.
AI-driven compliance checks on every interaction and output. Structured audit trail. Human + AI co-signing ready.
Make it your own. Your brand, your process, your rules — with all the intelligence and automation behind the scenes.
Why partner with intelliwealth?
Scale without sacrificing quality
Serve 10x more clients with adviser-led or fully digital journeys.
Compliance you can trust
Every recommendation meets FMA standards. Built-in audit logs and configurable guardrails.
Rapid deployment
Get up and running fast. Our onboarding process gets firms live in weeks — not months.
White-label ready
Keep your brand front and centre while leveraging our engine in the background.
Modular and API-ready
Integrates with CRMs, custodians, data platforms, and your preferred fund managers.
Start with KiwiSaver — expand at your pace
intelliwealth is built to grow with your business. Whether you're launching digital advice for the first time or expanding your existing capabilities, each module works independently — or together as a unified advice stack.
Live and ready to deploy.
Launching Q3 2025.
Bundle modules or roll them out individually to suit your firm’s strategy and pace.
Created by industry veterans and AI experts
The Intelliwealth platform is built by a cross-disciplinary team combining financial advisory experience with deep AI and systems expertise.
Financial Adviser & Director
Andy brings over a decade of experience in financial services, with a strong background spanning boutique advisory firms and major Australasian banks.
As a Director at Bradley Nuttall Otago, he specialises in evidence-based investment planning and long-term wealth strategies for high-net-worth clients.
Andy holds a BSc and a Graduate Diploma in Personal Financial Planning, and is recognised as a Trusted Adviser by Financial Advice NZ.
Known for his practical, unbiased approach, Andy partners closely with clients to build tailored financial plans that support their personal goals and long-term success.
Co-Founder, Agentic Intelligence
Brad is a strategic leader with a unique blend of military discipline and AI expertise.
A former NZ Army officer with operational deployments across the Pacific, Brad now applies that same clarity and precision to the world of artificial intelligence.
As co-founder of Agentic Intelligence, he helps organisations harness AI to streamline operations, boost decision-making, and gain competitive advantage.
His background spans public health, professional sport, and entrepreneurship —bringing a mission-focused, results-driven mindset to every implementation.
CO-Founder, Agentic Intelligence
Brett is a seasoned tech entrepreneur with a sharp focus on applied AI and digital transformation.
As founder of Agentic Intelligence, he helps New Zealand businesses unlock the value of AI through practical, outcome-driven solutions.
Brett previously founded Webtools, where he led innovations in healthcare technology, including the award-winning Centrik platform
With a background spanning health tech, energy, and AI consulting, Brett brings deep technical insight, commercial acumen, and a relentless focus on real-world impact.
Let’s talk about modernising your advice model
We’ll show you how to scale your business, enhance compliance, and deliver standout client experiences — without increasing headcount.
BOOK A DEMOTransform how you deliver finanical advice