We equip advisers with global best practice solutions and high quality support, so they can focus on maximising the investment experience of their clients.
We listen to the adviser community to understand their needs, then build solutions to satisfy them. We offer access to innovative, world class technology and financial expertise with a simple mission – to provide better solutions for advisers and their clients.
Working with adviser firms at every level of their organisation builds collaboration and partnership. It facilitates a sharing of the best ideas and expertise, helping adviser firms to grow and better serve their clients.
With a focus on continuous improvement, we are always looking for ways to innovate, question the status quo, improve systems and streamline processes. This philosophy runs throughout the business.
Knowing our adviser clients by name and the needs of their individual businesses, is part of the Consilium culture. Our experienced and passionate team are here to support the success of our adviser community.
The strength of Consilium’s investment processes are such that we have been independently certified by the Centre for Fiduciary Excellence (CEFEX) as achieving global best practice standards.
Consilium was the first Australasian firm certified for Investment Support Services. Our investment management practices are annually audited by CEFEX to ensure that our processes and procedures remain robust and are being consistently and rigorously applied.
The Consilium Investment Committee are proud to celebrate 10 years of CEFEX accreditation. This achievement highlights our ongoing commitment and continued dedication to the distinguished community of firms certified by the CEFEX.
Consilium constantly focus on helping us operate more efficiently, creating a more scalable business, while incorporating best practice from both NZ and globally.
