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.

KiwiSaver

An open architecture platform based scheme that empowers personalised advice that integrates seamlessly with non-KiwiSaver assets.

Synergy Investments

A DIMS offering containing 28 model portfolios designed for advisers seeking a robust investment solution.

Partner Services

A global, best practice, vested outsourcing partnership to help turbo charge adviser firm growth.

 

Consilium Partner Firm Conference

Consilium’s annual partner firm conference provides a forum to hear from inspiring speakers, re-establish goals for the upcoming year and network with colleagues. Check out one of our conference video and hear what advisers had to say.

View Video

Have questions? We have the answers.

Our team is dedicated to supporting our advisers. Contact our customer service representative if you have any enquiries.

Contact us

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.