Consilium serves the following groups —
Independent financial advisers
We believe qualified independent financial advisers are best placed to deliver impartial and objective financial advice to New Zealanders. Working with the highest calibre advisers allows Consilium to fulfil its purpose of championing professional financial advice and those who deliver it.
Consilium provides partner firm advisers with scale and expertise while allowing them to retain their core independence which is so important to the end client needs.
Consilium works directly with independent advisers all over New Zealand. Independent fee based advisers represent the client on an exclusive and fiduciary basis and do not charge for individual transactions. They are not obliged to recommend the evidence based investments monitored by Consilium.
Consilium works with institutions such as KiwiSaver funds, Synergy Investments and New Zealand based banks, providing investment governance, asset allocation, investment selection and prudent monitoring.
Boards & charitable trusts
Through our partner firms, Consilium works with charities, trustees and investment committees with fiduciary roles. We provide governance to enable them to effectively manage their roles, develop strategic investment policy, implement, report on and prudently monitor investment portfolios.
"The service TNZ has been receiving from Consilium has been world class! It really feels like we are an ‘A’ client. Just wanted to let you know this, and to say thanks. We appreciate it, and we feel valued."
"I want to thank Consilium for Ben’s valuable time and input into our upcoming investment seminars. His insight into the high networth market and simplifying how we present will be a win win for Foxplan and Consilium as our investment partners. I would definitely recommend that any adviser use Consilium to improve their market."
"I love the user friendly interface and client access. The layout, equity data, user access and transaction data in Consilium Platform is far superior ..."