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.
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
24 March 2020
Believing bear markets favour active management is a myth
07 April 2020
Hindsight (in) 2020
01 January 2020
Dayle McDonald steps up to new role at Consilium
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.