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.
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.
KiwiWRAP KiwiSaver Scheme
An open architecture platform based scheme that empowers personalised advice that integrates seamlessly with non-KiwiSaver assets.
Synergy Investments
A DIMS offering containing 33 model portfolios designed for advisers seeking a robust investment solution.
Evidential Investment Funds
A gateway to world leading evidence based investment managers, delivered in a Portfolio Investment Entity (PIE) for maximum tax convenience.
Partner Services
A global, best practice, vested outsourcing partnership to help turbo charge adviser firm growth.
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.
09 May 2022
Consilium enters investment management with global bond PIE
12 April 2022
Science says use the 3-second rule to become remarkably persuasive
08 March 2022
Celebrating women in financial advice
02 March 2022
Russia, Ukraine and a lesson in diversified investing
09 February 2022
What to make of January’s returns?
04 February 2022
Five questions to build your company’s capacity for innovation
03 January 2022
Increase your KiwiSaver portfolio with three simple decisions
13 December 2021
New Zealand Retirement Expenditure Guidelines 2021
21 November 2021
Synergy surges to $800m, adds Morningstar models
04 August 2021
The longer the party, the worse the hangover
07 July 2021
Consilium appoints Nuk Korako as an independent director
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.