Supporting financial advisers to deliver exceptional financial advice is at the heart of everything we do at Consilium.
We're more than just a financial services provider. New Zealand-owned and operated, we champion professional financial advice and those who deliver it. Trusted by over 150 adviser firms and 400 financial advisers across New Zealand, we manage NZ$8 billion in assets under advice for more than 20,000 clients.
We provide efficiencies and support so advisers can spend their time where it is most valuable – with their clients.
World class solutions
Our tailored solutions and expert resources give advisers the tools they need to grow their business.
Consilium Wrap
New Zealand's most advanced and widely used Wrap platform, specifically designed for independent financial advisory firms and their clients, offering ESG Profiler and Green ID.
KiwiWRAP KiwiSaver Scheme
An innovative self-select KiwiSaver scheme designed for investors who want customisable investment choices. Enabling advisers to tailor portfolios to specific investor needs.
Synergy Investments
A curated DIMS offering that includes 30 model portfolios, tailored for advisers seeking a comprehensive and robust investment strategy.
Evidential Investment Funds
A gateway to the solutions of world-leading, evidence-based investment managers, delivered in a Portfolio Investment Entity (PIE) for tax convenience.
Partner Services
Consilium Partner Services offers adviser firms support and access to a range of best-practice advisory services to develop their business and boost their growth.
A strategic partnership for
the future
With the world becoming ever more complex, the financial services landscape is constantly evolving. Advisers need the space and time to focus on their clients and their businesses. Consilium was founded in 2012 to provide advisers with the support and resources they need to not only survive in this environment, but to thrive.
Consilium and FNZ are excited to announce we are a finalist in the FSC Awards for the Excellence in Sustainability Practices category for our recently launched ESG Profiler.
ESG Profiler is enabling NZ investors and advisers to better understand the impact of their investment portfolios on environmental, social and governance aspects. Long term, the tool will provide actionable insights for advisers and investors to enact change in a customised way. This tool is a first in NZ to give this level of insight and data and we are proud to have partnered with FNZ to deploy this technology through Consilium Wrap.
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
What sets us apart
Making advisers' lives easier
Consilium understands the value that financial advice can bring. But we recognise the unique challenges and opportunities that advisers face in a rapidly changing environment.
That’s why we offer a range of world-class tools, technology and training to make advisers’ lives easier, to help their businesses excel and to help their clients reach their goals. This video describes the support we provide.
26 August 2024
Large balances turbo charge KiwiWRAP to $100m
03 September 2024
Scott Alman catches up with Jeremy Graham from FNZ New Zealand
01 August 2024
Rethinking retirement
12 June 2024
Become Wealth Transitions $65 Million to Consilium Wrap Platform
06 June 2024
What needs to change with KiwiSaver
04 June 2024
Why smart advisers are focusing their attention on KiwiSaver
27 May 2024
What REALLY adds value when you choose a KiwiSaver scheme?
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
We appreciate and value the world class service Tailorednz has received from Consilium. We really feel like an ‘A’ client.