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, Evidential Investment Funds 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.

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.

View Video

 

Bringing the adviser community together

Consilium proudly hosts some of New Zealand's largest events tailored specifically for the independent adviser community.

With the aim to elevate the adviser-client experience, we cater to all levels. Whether its educational content from our Foundations Conference, new services and solutions at the Partner Firm conference, or new growth strategies with the Consilium Growth Forum. We are proud to support financial advisers across New Zealand.

See highlights from the 2024 Growth Forum here

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.