Our purpose

We champion professional financial advice and those who deliver it

Our mission

We provide innovative, globally recognised best practice systems and solutions to support the quality, reputation and reach of professional advisers

Our vision

We see a world where everyone has access to professional advice to improve their financial security and wellbeing

Knowledge Hub

The investment advisory profession in New Zealand is changing rapidly. Here, we share latest views and analyses of recent developments in the industry.

Tech innovation investment paying off in Consilium Wrap growth

22 May 2019

The Perfect Time to Talk to a Financial Adviser

14 May 2019

S&P data from around the world delivers another crushing blow to active management

31 May 2019

Consilium Interview Series - with Scott Alman and Dr Bart Frijns

01 June 2019

Consilium 2019 Conference

What we do

Consilium offers a wide range of innovative solutions for independent financial adviser practices and financial institutions. These solutions include Consilium Wrap Platform, Synergy Investments and Consilium Partner Firm Services.

"The service TNZ has been receiving from Consilium has been world class! It really feels like we are an ‘A’ client. Just wanted to let you know this, and to say thanks. We appreciate it, and we feel valued."

Rosemary Hopcroft
Director and Financial Adviser

Tailored Wealth Management
"I want to thank Consilium for Ben’s valuable time and input into our upcoming investment seminars. His insight into the high networth market and simplifying how we present will be a win win for Foxplan and Consilium as our investment partners. I would definitely recommend that any adviser use Consilium to improve their market."

Warwick Walker
Director - AFA, CFPCM Professional

Foxplan
"I love the user friendly interface and client access. The layout, equity data, user access and transaction data in Consilium Platform is far superior ..."

Client of Richard Austin
Director and Principal Adviser

Cambridge Partners