Empowering Advisers, Enhancing Advice

Why Consilium

Working with you, for your clients

How we can help

Delivering global Wrap technology to New Zealand

Supporting financial advisers to deliver exceptional financial advice is at the heart of everything we do at Consilium.

We're more than just a financial services provider. New Zealand-owned and operated, we champion professional financial advice and those who deliver it. Trusted by over 150 adviser firms and 400 financial advisers across New Zealand, we manage NZ$9 billion in assets under advice for more than 20,000 clients.

We provide efficiencies and support so advisers can spend their time where it is most valuable – with their clients.

World class solutions

Our tailored solutions and expert resources give advisers the tools they need to grow their business.

Consilium Wrap

New Zealand's most advanced and widely used Wrap platform, specifically designed for independent financial advisory firms and their clients, offering ESG Profiler and Green ID.

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KiwiWRAP KiwiSaver Scheme

An innovative self-select KiwiSaver scheme designed for investors who want customisable investment choices. Enabling advisers to tailor portfolios to specific investor needs.

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Synergy Investments

A curated DIMS offering that includes 30 model portfolios, tailored for advisers seeking a comprehensive and robust investment strategy.

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Evidential

Evidential offers both a KiwiSaver Scheme and Investment Funds (PIE) guided by an evidence-based investing strategy.

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Partner Services

Consilium Partner Services offers adviser firms support and access to a range of best-practice advisory services to develop their business and boost their growth.

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Consilium joins FirstCape

Consilium is pleased to announce that it has entered into an agreement to join the FirstCape Group through the sale of all shares to FirstCape. This partnership marks an exciting new chapter for Consilium, enabling us to continue delivering innovative financial solutions—such as Consilium Wrap, Synergy DIMS, and our KiwiWRAP and Evidential KiwiSaver Schemes—while benefiting from the broader resources and strategic backing of FirstCape.

Consilium will remain an independent brand within the group, ensuring continuity for clients. With this move, we are well-positioned to enhance our offerings and continue to support the growth of financial advice.

Read the full media release here

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

What sets us apart

Making advisers' lives easier

Consilium understands the value that financial advice can bring. But we recognise the unique challenges and opportunities that advisers face in a rapidly changing environment.

That’s why we offer a range of world-class tools, technology and training to make advisers’ lives easier, to help their businesses excel and to help their clients reach their goals. This video describes the support we provide.

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Bringing the adviser community together

Consilium hosts some of the largest events in New Zealand tailored to the independent adviser community. These include the educational-focused Foundations Conference, the new services-and-solutions themed Partner Firm Conference and the strategic growth focus of the Consilium Growth Forum. All are aimed at helping advice firms and their clients succeed.

See highlights from the 2024 Growth Forum here