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.
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 (coming soon).
Synergy Investments
A DIMS offering containing 22 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.
14 September 2020
KiwiSaver’s Achilles heel
Written by Scott Alman
19 August 2020
Why your kids ask for financial help in their 30s
17 June 2020
Why you should think of your adviser as your personal financial trainer
06 April 2020
Avoid the prediction addiction
20 March 2020
The value of financial advice in extraordinary times
31 March 2020
Business will never go out of business
30 March 2020
Resist the itch to switch
26 March 2020
Our client service team at your service
26 March 2020
March 2009 Stocks fall to lowest levels since 1997
25 March 2020
Market timing is a wicked idea – don’t try it, ever
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.