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

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.
Our team is dedicated to service, innovation and building strategic business relationships to support the success of our adviser clients.

 

 

 

 

Covid-19 update


We know these are challenging times and want to reassure you that Consilium is focussed on providing an ongoing and uninterrupted service to our clients. 

 

See information & useful resources

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.

The value of financial advice in extraordinary times

20 March 2020

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Resist the itch to switch

30 March 2020

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Avoid the prediction addiction

06 April 2020

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