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.
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.
11 May 2021
This is the test to apply to everything
22 April 2021
Subtract: Why getting to less can mean thinking more
09 April 2021
Use these five phrases to improve your emotional intelligence and relationships at work
17 February 2021
Scott and Katrina discuss the latest from Financial Advice NZ
15 February 2021
Introducing the KiwiWRAP KiwiSaver Scheme
14 January 2021
Financial planning can transform your life!
24 December 2020
Consilium’s KiwiSaver scheme unwrapped
27 October 2020
News: Synergy gives advisers greater choice with MyFiduciary portfolios
14 September 2020
KiwiSaver’s Achilles heel
19 August 2020
Why your kids ask for financial help in their 30s
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.