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.

 

Consilium 2020 Partner Conference

Consilium’s annual partner firm conference provides a forum to hear from inspiring speakers, re-establish goals for the upcoming year and network with colleagues. Check out this year's conference video and hear what advisers had to say.

View Video

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.