We champion professional financial advice and those who deliver it
Consilium offers a wide range of innovative solutions for independent financial adviser practices and financial institutions, providing efficiencies and support so advisers can spend their time where it is most valuable – with their clients.
Our solutions include Consilium Wrap, Synergy Investments, KiwiWRAP KiwiSaver Scheme and Consilium Partner Firm Services.
We see a world where everyone has access to professional advice to improve their financial security and wellbeing. | He kitenga i te ao e whiwhi mātauranga ngaio te katoa hei painga mō te maru pūtea, hei tokonga mō te ora.
World class solutions at your fingertips
Consilium Wrap
An enterprise level investment platform specifically designed for independent financial advisory firms and their clients.
KiwiWRAP KiwiSaver Scheme
An open architecture platform based scheme that empowers personalised advice that integrates seamlessly with non-KiwiSaver assets.
Synergy Investments
A DIMS offering containing 30 model portfolios designed for advisers seeking a robust investment solution.
Evidential Investment Funds
A gateway to world leading evidence based investment managers, delivered in a Portfolio Investment Entity (PIE) for maximum tax convenience.
Partner Services
A global, best practice, vested outsourcing partnership to help turbo charge adviser firm growth.
Making advisers' lives easier
Our business is about making advisers' lives easier. With a growing suite of solutions, Consilium brings you world-class ideas and insights, advice resources and custodial technologies.
Check out the video to learn more about Consilium's big idea, our products and solutions.
17 April 2024
Consilium and FNZ launch innovative ESG profiling tool for NZ investors
07 April 2024
Evidential global share fund blasts off in $420m flurry
05 April 2024
Consilium Growth Forum 2024
08 April 2024
The poor plight of investors that switched from Term Deposits during COVID
08 March 2024
FNZ on future proofing the value of advice
26 February 2024
Smarter than Harvard?
17 January 2024
Term deposits are paying 6%, should I abandon my investment strategy?
29 May 2023
Those with large KiwiSaver balances are taking too much risk
04 November 2022
The Future of KiwiSaver
09 May 2022
Consilium enters investment management with global bond PIE
04 October 2023
New Zealand Retirement Expenditure Guidelines 2023
12 April 2022
Science says use the 3-second rule to become remarkably persuasive
08 March 2022
Celebrating women in financial advice
12 July 2023
Consilium supports Cambridge Partners succession plan
Rosemary Hopcroft
Director and Financial Adviser
We appreciate and value the world class service Tailorednz has received from Consilium. We really feel like an ‘A’ client.