Empowering Advisers, Enhancing Advice

Why Consilium

Working with you, for your clients

How we can help

Delivering global Wrap technology to New Zealand

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$9 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.

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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.

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Synergy Investments

A curated DIMS offering that includes 30 model portfolios, tailored for advisers seeking a comprehensive and robust investment strategy.

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Evidential

Evidential offers both a KiwiSaver Scheme and Investment Funds (PIE) guided by an evidence-based investing strategy.

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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.

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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.

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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.

FSC announcement | More about ESG Profiler

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.

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Bringing the adviser community together

Consilium hosts some of the largest events in New Zealand tailored to the independent adviser community. These include the educational-focused Foundations Conference, the new services-and-solutions themed Partner Firm Conference and the strategic growth focus of the Consilium Growth Forum. All are aimed at helping advice firms and their clients succeed.

See highlights from the 2024 Growth Forum here